+363.0%
HSY vs BLDR
+414.6%
-51.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.3% |
| 7D | -3.3% | -2.8% | -0.4% | -3.1% |
| 30D | -2.8% | -13.3% | +10.5% | -1.9% |
| 3M | -4.5% | -12.3% | +7.8% | -3.8% |
| 6M | -24.2% | -31.5% | +7.2% | -22.5% |
| YTD | -2.7% | -36.1% | +33.3% | -0.2% |
| 1Y | -3.7% | -54.1% | +50.3% | +0.9% |
| 3Y | -11.5% | -55.8% | +44.3% | -8.3% |
| 5Y | +10.3% | +20.7% | -10.4% | +4.9% |
| 10Y | +122.1% | +390.2% | -268.1% | +85.1% |
| All | +363.0% | +414.6% | -51.6% | +209.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling