+99.4%
XBI vs HSY
-9.3%
+108.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.4% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | -2.0% | -5.2% | +3.2% | -1.7% |
| 3M | +17.8% | -3.4% | +21.2% | +18.0% |
| 6M | +23.7% | -19.2% | +42.9% | +25.8% |
| YTD | +28.2% | -2.6% | +30.9% | +27.7% |
| 1Y | +64.0% | -3.8% | +67.7% | +63.4% |
| 3Y | +99.4% | -10.6% | +110.0% | +80.4% |
| All | +99.4% | -9.3% | +108.7% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 3y: compounded portfolio wealth divided by compounded HSY 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…
3y analysis · Full analysis span regression · 6 months rolling