+4,353.6%
HSY vs BHP
+6,941.2%
-2,587.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.8% | +0.7% |
| 7D | -2.1% | -0.5% | -1.6% | -2.1% |
| 30D | +6.1% | -4.5% | +10.6% | +6.6% |
| 3M | -5.6% | -6.9% | +1.3% | -4.9% |
| 6M | -9.5% | -10.6% | +1.0% | -8.7% |
| YTD | -2.1% | +37.2% | -39.3% | -7.2% |
| 1Y | +0.8% | +48.0% | -47.3% | -5.5% |
| 3Y | -2.1% | +52.6% | -54.7% | -9.4% |
| 5Y | +11.2% | +116.5% | -105.2% | -3.6% |
| 10Y | +128.3% | +334.9% | -206.6% | +75.0% |
| All | +4,353.6% | +6,941.2% | -2,587.6% | +2,360.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling