+15.6%
HSY vs IBB
+37.5%
-21.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | +0.1% |
| 7D | +7.5% | -1.8% | +9.4% | +7.8% |
| 30D | +11.1% | +5.1% | +6.0% | +10.0% |
| 3M | -1.9% | +10.7% | -12.6% | -3.9% |
| 6M | -3.0% | +22.9% | -25.9% | -6.7% |
| YTD | 0.0% | +26.7% | -26.7% | -4.5% |
| 1Y | +9.4% | +35.1% | -25.7% | +3.1% |
| 3Y | +3.8% | +80.2% | -76.4% | -7.5% |
| All | +15.6% | +37.5% | -21.9% | -0.7% |
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