-10.1%
HSY vs SIRI
-23.3%
+13.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | +0.1% | +1.1% |
| 7D | -0.4% | -3.0% | +2.6% | -0.1% |
| 30D | -3.4% | +1.3% | -4.7% | -3.6% |
| 3M | -0.5% | +5.6% | -6.1% | -1.0% |
| 6M | -19.1% | +35.2% | -54.3% | -21.3% |
| YTD | -2.1% | +49.1% | -51.1% | -5.5% |
| 1Y | -3.2% | +26.8% | -30.0% | -5.6% |
| All | -10.1% | -23.3% | +13.2% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 3y: compounded portfolio wealth divided by compounded SIRI 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…
3y analysis · Full analysis span regression · 6 months rolling