-9.5%
HSY vs SEI
-17.1%
+7.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.6% | +0.4% |
| 7D | -2.1% | +10.5% | -12.6% | -0.6% |
| 30D | +6.1% | -8.0% | +14.1% | +5.9% |
| 3M | -5.6% | +6.7% | -12.4% | -3.5% |
| 6M | -9.5% | -17.0% | +7.5% | -11.6% |
| All | -9.5% | -17.1% | +7.5% | -11.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling