+626.1%
HSY vs HBM
+462.4%
+163.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.7% |
| 7D | -2.3% | +5.1% | -7.4% | -2.5% |
| 30D | +6.3% | -15.8% | +22.1% | +6.8% |
| 3M | -5.2% | -22.4% | +17.2% | -4.6% |
| 6M | -8.3% | -20.2% | +11.9% | -8.0% |
| YTD | -2.7% | +9.0% | -11.7% | -3.8% |
| 1Y | +0.1% | +27.4% | -27.2% | -1.7% |
| 3Y | -1.0% | +424.2% | -425.3% | -9.3% |
| 5Y | +10.6% | +196.1% | -185.5% | +2.5% |
| 10Y | +127.0% | +285.4% | -158.4% | +94.8% |
| All | +626.1% | +462.4% | +163.7% | +530.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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