-3.7%
HSY vs BNS
+50.5%
-54.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.2% |
| 7D | -3.3% | +1.5% | -4.8% | -3.1% |
| 30D | -2.8% | +6.0% | -8.8% | -2.1% |
| 3M | -4.5% | +16.3% | -20.8% | -3.9% |
| 6M | -24.2% | +27.3% | -51.5% | -23.9% |
| YTD | -2.7% | +28.5% | -31.2% | -3.0% |
| 1Y | -3.7% | +49.0% | -52.7% | -7.9% |
| All | -3.7% | +50.5% | -54.2% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 1y: compounded portfolio wealth divided by compounded BNS 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…
1y analysis · Full analysis span regression · 6 months rolling