-9.4%
HSY vs BUD
+50.2%
-59.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -3.3% | +0.3% | -3.6% | -3.4% |
| 30D | -2.8% | -5.7% | +2.8% | -1.3% |
| 3M | -4.5% | +3.1% | -7.6% | -5.4% |
| 6M | -24.2% | +7.9% | -32.1% | -25.9% |
| YTD | -2.7% | +27.3% | -30.1% | -9.0% |
| 1Y | -3.7% | +37.8% | -41.6% | -11.8% |
| All | -9.4% | +50.2% | -59.6% | -21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling