+11.3%
HSY vs SMTC
+116.8%
-105.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.6% |
| 7D | -3.0% | +22.5% | -25.4% | -2.6% |
| 30D | -5.0% | +24.9% | -29.9% | -4.6% |
| 3M | -1.3% | +4.1% | -5.4% | -0.9% |
| 6M | -21.5% | +92.6% | -114.1% | -20.7% |
| YTD | -3.3% | +122.5% | -125.7% | -2.1% |
| 1Y | -5.5% | +166.2% | -171.7% | -4.1% |
| 3Y | -9.9% | +577.2% | -587.1% | -9.2% |
| 5Y | +11.3% | +119.0% | -107.6% | +11.9% |
| All | +11.3% | +116.8% | -105.4% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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