+127.8%
HSY vs BUD
-4.3%
+132.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | 0.0% |
| 7D | +3.8% | +6.0% | -2.2% | +2.4% |
| 30D | +6.9% | +11.3% | -4.4% | +4.2% |
| 3M | -4.1% | +3.6% | -7.6% | -4.9% |
| 6M | -5.0% | +7.7% | -12.7% | -6.8% |
| YTD | -2.3% | +36.4% | -38.6% | -9.4% |
| 1Y | +6.1% | +37.8% | -31.8% | -1.9% |
| 3Y | -0.7% | +51.2% | -51.9% | -11.0% |
| 5Y | +9.9% | +53.4% | -43.5% | -3.3% |
| 10Y | +127.8% | -3.2% | +131.0% | +103.6% |
| All | +127.8% | -4.3% | +132.1% | +103.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling