+12.0%
HSY vs BR
+8.0%
+4.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.1% | -3.0% | +3.1% | +0.7% |
| 30D | -5.2% | -0.3% | -4.9% | -5.2% |
| 3M | -3.4% | +17.3% | -20.7% | -6.3% |
| 6M | -19.2% | -6.7% | -12.5% | -18.5% |
| YTD | -2.6% | -23.4% | +20.8% | +1.8% |
| 1Y | -3.8% | -32.7% | +28.9% | +3.1% |
| 3Y | -10.6% | -5.9% | -4.7% | -11.1% |
| All | +12.0% | +8.0% | +4.0% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling