+0.8%
HSY vs BTSG
+112.2%
-111.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | -2.1% | +6.0% | -8.2% | -2.1% |
| 30D | +6.1% | +12.4% | -6.3% | +5.9% |
| 3M | -5.6% | +18.2% | -23.9% | -5.9% |
| 6M | -9.5% | +26.0% | -35.6% | -10.2% |
| YTD | -2.1% | +90.1% | -92.2% | -6.0% |
| 1Y | +0.8% | +124.3% | -123.5% | -5.9% |
| All | +0.8% | +112.2% | -111.4% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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