+13.0%
HSY vs SEI
+950.2%
-937.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.2% | +6.5% | +1.1% |
| 7D | -0.4% | +20.7% | -21.1% | +0.1% |
| 30D | -3.4% | +9.1% | -12.6% | -3.2% |
| 3M | -0.5% | -6.0% | +5.5% | -0.3% |
| 6M | -19.1% | +18.9% | -38.1% | -18.7% |
| YTD | -2.1% | +40.1% | -42.2% | -1.3% |
| 1Y | -3.2% | +120.6% | -123.9% | -2.1% |
| 3Y | -8.8% | +562.1% | -571.0% | -11.2% |
| 5Y | +13.0% | +954.5% | -941.5% | +10.2% |
| All | +13.0% | +950.2% | -937.2% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling