+827.6%
HSY vs BNS
+1,463.9%
-636.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | -3.0% | -1.3% | -1.7% | -2.7% |
| 30D | -5.0% | +4.0% | -9.0% | -6.1% |
| 3M | -1.3% | +13.8% | -15.1% | -4.8% |
| 6M | -21.5% | +32.7% | -54.2% | -27.3% |
| YTD | -3.3% | +27.6% | -30.9% | -9.6% |
| 1Y | -5.5% | +47.4% | -52.9% | -14.9% |
| 3Y | -9.9% | +129.0% | -138.9% | -28.2% |
| 5Y | +11.3% | +92.7% | -81.4% | -8.1% |
| 10Y | +128.1% | +182.1% | -54.0% | +65.6% |
| All | +827.6% | +1,463.9% | -636.3% | +348.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling