+10.6%
HSY vs BLDR
-11.6%
+22.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.6% | +1.8% | -1.5% |
| 7D | -2.3% | -8.2% | +5.9% | -1.8% |
| 30D | +6.3% | +16.3% | -10.0% | +5.1% |
| 3M | -5.2% | -17.0% | +11.8% | -4.3% |
| 6M | -8.3% | -17.4% | +9.1% | -7.6% |
| YTD | -2.7% | -41.6% | +38.9% | -0.1% |
| 1Y | +0.1% | -43.5% | +43.7% | +2.9% |
| 3Y | -1.0% | -51.6% | +50.6% | +1.1% |
| 5Y | +10.6% | -11.6% | +22.2% | +5.4% |
| All | +10.6% | -11.6% | +22.2% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling