+926.8%
XBI vs HSY
+457.3%
+469.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -3.6% | -3.0% | -0.7% | -2.7% |
| 30D | +0.9% | -5.0% | +5.9% | +2.5% |
| 3M | +21.4% | -1.3% | +22.7% | +21.4% |
| 6M | +25.5% | -21.5% | +47.0% | +34.4% |
| YTD | +30.8% | -3.3% | +34.1% | +30.3% |
| 1Y | +68.6% | -5.5% | +74.1% | +68.8% |
| 3Y | +103.9% | -9.9% | +113.9% | +103.1% |
| 5Y | +20.8% | +11.3% | +9.4% | +9.4% |
| 10Y | +164.0% | +128.1% | +35.9% | +73.9% |
| All | +926.8% | +457.3% | +469.5% | +307.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling