+3,126.5%
HSY vs BWA
+2,606.8%
+519.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -2.1% | +4.3% | -6.4% | -2.7% |
| 30D | +6.1% | -13.0% | +19.1% | +7.7% |
| 3M | -5.6% | -24.8% | +19.2% | -2.7% |
| 6M | -9.5% | -23.5% | +14.0% | -7.3% |
| YTD | -2.1% | +13.8% | -15.9% | -5.0% |
| 1Y | +0.8% | +13.4% | -12.7% | -2.2% |
| 3Y | -2.1% | +62.8% | -64.9% | -10.2% |
| 5Y | +11.2% | +28.5% | -17.2% | +3.5% |
| 10Y | +128.3% | +95.4% | +32.9% | +92.9% |
| All | +3,126.5% | +2,606.8% | +519.7% | +1,855.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling