+127.8%
HSY vs BN
+263.5%
-135.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.5% | +1.5% |
| 7D | -0.4% | -5.9% | +5.5% | +0.7% |
| 30D | -3.4% | -15.1% | +11.6% | -0.4% |
| 3M | -0.5% | -14.6% | +14.1% | +2.5% |
| 6M | -19.1% | -8.4% | -10.7% | -18.2% |
| YTD | -2.1% | -16.8% | +14.7% | +0.6% |
| 1Y | -3.2% | -14.4% | +11.1% | -1.4% |
| 3Y | -8.8% | +70.1% | -78.9% | -22.8% |
| 5Y | +13.0% | +33.5% | -20.6% | -0.5% |
| All | +127.8% | +263.5% | -135.7% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling