+11.3%
HSY vs IBB
+20.0%
-8.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.2% | +0.4% |
| 7D | -1.6% | -1.7% | +0.1% | -1.3% |
| 30D | -4.2% | +4.9% | -9.1% | -5.1% |
| 3M | -0.7% | +24.2% | -24.9% | -4.5% |
| 6M | -21.8% | +23.8% | -45.6% | -24.8% |
| YTD | -2.7% | +23.0% | -25.6% | -6.5% |
| 1Y | -4.8% | +46.2% | -51.0% | -11.5% |
| 3Y | -9.4% | +64.8% | -74.2% | -17.9% |
| 5Y | +11.3% | +20.9% | -9.6% | -0.4% |
| All | +11.3% | +20.0% | -8.7% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling