+103.7%
HSY vs SEI
+644.4%
-540.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.7% | -0.6% |
| 7D | +0.1% | +22.6% | -22.5% | -0.1% |
| 30D | -5.2% | +9.1% | -14.3% | -5.3% |
| 3M | -3.4% | -11.3% | +7.9% | -3.3% |
| 6M | -19.2% | +22.0% | -41.2% | -19.7% |
| YTD | -2.6% | +47.3% | -49.9% | -3.8% |
| 1Y | -3.8% | +124.8% | -128.5% | -6.3% |
| 3Y | -10.6% | +591.3% | -601.9% | -20.0% |
| 5Y | +12.3% | +1,008.2% | -995.9% | -4.5% |
| All | +103.7% | +644.4% | -540.7% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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