-9.4%
HSY vs BN
+79.0%
-88.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.6% | +0.2% |
| 7D | -1.6% | -1.2% | -0.4% | -1.5% |
| 30D | -4.2% | -10.9% | +6.7% | -3.7% |
| 3M | -0.7% | -11.1% | +10.4% | -0.2% |
| 6M | -21.8% | -4.4% | -17.4% | -21.8% |
| YTD | -2.7% | -14.1% | +11.5% | -2.2% |
| 1Y | -4.8% | -11.1% | +6.2% | -4.7% |
| 3Y | -9.4% | +75.6% | -84.9% | -15.6% |
| All | -9.4% | +79.0% | -88.4% | -15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling