-10.1%
HSY vs BNS
+129.0%
-139.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.5% | +1.2% |
| 7D | -0.4% | -2.2% | +1.8% | -0.3% |
| 30D | -3.4% | +4.5% | -7.9% | -3.7% |
| 3M | -0.5% | +14.9% | -15.4% | -1.9% |
| 6M | -19.1% | +32.5% | -51.6% | -21.8% |
| YTD | -2.1% | +28.6% | -30.7% | -4.9% |
| 1Y | -3.2% | +48.4% | -51.6% | -8.2% |
| All | -10.1% | +129.0% | -139.1% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling