-11.2%
HSY vs BLDR
-56.4%
+45.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.5% |
| 7D | -3.0% | -2.7% | -0.3% | -2.8% |
| 30D | -5.0% | -14.7% | +9.7% | -4.0% |
| 3M | -1.3% | -20.8% | +19.5% | 0.0% |
| 6M | -21.5% | -35.3% | +13.8% | -19.5% |
| YTD | -3.3% | -40.3% | +37.1% | -0.4% |
| 1Y | -5.5% | -56.3% | +50.8% | -1.2% |
| All | -11.2% | -56.4% | +45.2% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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