+126.5%
HSY vs IBN
+324.2%
-197.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.8% |
| 7D | +0.1% | -3.0% | +3.1% | +0.5% |
| 30D | -5.2% | -1.5% | -3.7% | -5.0% |
| 3M | -3.4% | +7.9% | -11.3% | -4.4% |
| 6M | -19.2% | +8.6% | -27.8% | -20.2% |
| YTD | -2.6% | -0.6% | -2.1% | -2.8% |
| 1Y | -3.8% | -7.3% | +3.6% | -3.1% |
| 3Y | -10.6% | +26.2% | -36.8% | -14.2% |
| 5Y | +12.3% | +57.8% | -45.5% | +3.5% |
| All | +126.5% | +324.2% | -197.7% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling