+7.8%
HSY vs BIYA
-99.8%
+107.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -3.0% | +2.7% | -5.7% | -3.0% |
| 30D | -5.0% | -16.7% | +11.6% | -5.0% |
| 3M | -1.3% | -74.6% | +73.3% | -1.1% |
| 6M | -21.5% | -85.4% | +63.9% | -21.5% |
| YTD | -3.3% | -94.2% | +90.9% | -3.6% |
| 1Y | -5.5% | -98.6% | +93.1% | -5.4% |
| All | +7.8% | -99.8% | +107.6% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 3y: compounded portfolio wealth divided by compounded BIYA 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…
3y analysis · Full analysis span regression · 6 months rolling