-9.4%
HSY vs BWA
+72.9%
-82.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.2% |
| 7D | -1.6% | +4.3% | -5.8% | -1.8% |
| 30D | -4.2% | -2.9% | -1.3% | -4.1% |
| 3M | -0.7% | -12.4% | +11.7% | +0.2% |
| 6M | -21.8% | +28.6% | -50.3% | -23.8% |
| YTD | -2.7% | +48.2% | -50.9% | -6.8% |
| 1Y | -4.8% | +50.9% | -55.7% | -9.1% |
| 3Y | -9.4% | +72.2% | -81.5% | -16.2% |
| All | -9.4% | +72.9% | -82.3% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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