-10.1%
HSY vs BR
-5.0%
-5.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | +1.2% |
| 7D | -0.4% | -6.0% | +5.6% | +0.7% |
| 30D | -3.4% | -0.9% | -2.6% | -3.3% |
| 3M | -0.5% | +16.4% | -16.9% | -3.2% |
| 6M | -19.1% | -8.2% | -11.0% | -18.5% |
| YTD | -2.1% | -23.2% | +21.2% | +1.7% |
| 1Y | -3.2% | -30.9% | +27.7% | +2.5% |
| All | -10.1% | -5.0% | -5.1% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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