+4,353.6%
HSY vs BN
+15,531.3%
-11,177.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.8% |
| 7D | -2.1% | -1.0% | -1.1% | -2.0% |
| 30D | +6.1% | +14.0% | -7.9% | +3.7% |
| 3M | -5.6% | -9.0% | +3.4% | -4.2% |
| 6M | -9.5% | -8.8% | -0.7% | -8.4% |
| YTD | -2.1% | -10.3% | +8.2% | -1.1% |
| 1Y | +0.8% | -5.8% | +6.6% | +0.9% |
| 3Y | -2.1% | +94.8% | -96.9% | -15.4% |
| 5Y | +11.2% | +31.5% | -20.2% | +1.4% |
| 10Y | +128.3% | +291.9% | -163.6% | +67.9% |
| All | +4,353.6% | +15,531.3% | -11,177.7% | +2,312.0% |
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 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