+366.0%
HSY vs BLDR
+374.7%
-8.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.4% | +0.5% |
| 7D | -2.1% | -3.0% | +0.8% | -2.0% |
| 30D | +6.1% | +20.1% | -14.0% | +4.6% |
| 3M | -5.6% | -17.5% | +11.9% | -4.5% |
| 6M | -9.5% | -16.1% | +6.5% | -8.9% |
| YTD | -2.1% | -41.0% | +38.9% | +0.8% |
| 1Y | +0.8% | -41.6% | +42.4% | +3.8% |
| 3Y | -2.1% | -50.8% | +48.7% | +0.6% |
| 5Y | +11.2% | -10.8% | +22.0% | +7.9% |
| 10Y | +128.3% | +486.3% | -358.0% | +88.0% |
| All | +366.0% | +374.7% | -8.7% | +212.8% |
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