+19.9%
XBI vs HSY
+12.0%
+7.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | -2.0% | -5.2% | +3.2% | -1.5% |
| 3M | +17.8% | -3.4% | +21.2% | +18.1% |
| 6M | +23.7% | -19.2% | +42.9% | +26.4% |
| YTD | +28.2% | -2.6% | +30.9% | +27.7% |
| 1Y | +64.0% | -3.8% | +67.7% | +63.5% |
| 3Y | +99.4% | -10.6% | +110.0% | +99.6% |
| All | +19.9% | +12.0% | +7.9% | +24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling