+3,112.6%
HSY vs SIRI
-17.9%
+3,130.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.1% |
| 7D | -1.6% | +4.3% | -5.8% | -1.7% |
| 30D | -4.2% | -2.8% | -1.4% | -4.2% |
| 3M | -0.7% | +5.9% | -6.6% | -0.9% |
| 6M | -21.8% | +31.9% | -53.7% | -22.3% |
| YTD | -2.7% | +48.7% | -51.3% | -3.6% |
| 1Y | -4.8% | +23.2% | -28.0% | -5.4% |
| 3Y | -9.4% | -23.9% | +14.5% | -9.4% |
| 5Y | +11.3% | -43.4% | +54.7% | +11.6% |
| 10Y | +125.0% | -13.6% | +138.6% | +123.6% |
| All | +3,112.6% | -17.9% | +3,130.5% | +2,902.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling