+4,325.0%
HSY vs BN
+15,251.3%
-10,926.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -3.3% | -2.5% | -0.8% | -2.9% |
| 30D | -2.8% | -9.5% | +6.7% | -1.2% |
| 3M | -4.5% | -10.4% | +5.9% | -2.8% |
| 6M | -24.2% | -6.4% | -17.9% | -23.7% |
| YTD | -2.7% | -11.9% | +9.1% | -1.3% |
| 1Y | -3.7% | -8.6% | +4.9% | -3.1% |
| 3Y | -11.5% | +77.6% | -89.0% | -22.3% |
| 5Y | +10.3% | +37.0% | -26.7% | -0.2% |
| 10Y | +122.1% | +266.4% | -144.3% | +65.3% |
| All | +4,325.0% | +15,251.3% | -10,926.3% | +2,306.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling