+4,325.0%
HSY vs BHP
+7,909.4%
-3,584.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -1.0% |
| 7D | -3.3% | -2.9% | -0.4% | -2.9% |
| 30D | -2.8% | +3.4% | -6.2% | -3.3% |
| 3M | -4.5% | +4.1% | -8.6% | -5.3% |
| 6M | -24.2% | +20.6% | -44.8% | -26.5% |
| YTD | -2.7% | +56.1% | -58.8% | -9.2% |
| 1Y | -3.7% | +69.6% | -73.3% | -11.3% |
| 3Y | -11.5% | +78.8% | -90.3% | -19.7% |
| 5Y | +10.3% | +113.1% | -102.7% | -4.0% |
| 10Y | +122.1% | +505.9% | -383.8% | +63.3% |
| All | +4,325.0% | +7,909.4% | -3,584.4% | +2,307.6% |
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