+13.0%
HSY vs BHP
+112.0%
-99.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.3% | +6.6% | +1.6% |
| 7D | -0.4% | -3.7% | +3.3% | -0.2% |
| 30D | -3.4% | -0.8% | -2.6% | -3.4% |
| 3M | -0.5% | +7.6% | -8.1% | -1.2% |
| 6M | -19.1% | +20.8% | -39.9% | -20.6% |
| YTD | -2.1% | +50.8% | -52.8% | -5.8% |
| 1Y | -3.2% | +70.9% | -74.2% | -8.2% |
| 3Y | -8.8% | +78.0% | -86.8% | -14.5% |
| 5Y | +13.0% | +113.1% | -100.1% | +4.2% |
| All | +13.0% | +112.0% | -99.0% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BHP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling