-0.9%
HSY vs BWA
+65.2%
-66.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.4% |
| 7D | +1.1% | +1.7% | -0.6% | +1.0% |
| 30D | +7.7% | -14.6% | +22.3% | +8.5% |
| 3M | -2.3% | -26.2% | +24.0% | -0.9% |
| 6M | -5.3% | -18.4% | +13.1% | -5.1% |
| YTD | -0.9% | +14.7% | -15.6% | -4.5% |
| 1Y | +5.2% | +13.3% | -8.1% | +1.5% |
| All | -0.9% | +65.2% | -66.1% | -8.9% |
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