+4,325.0%
HSY vs SMTC
+62,999.7%
-58,674.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +9.2% | -10.3% | -1.3% |
| 7D | -3.3% | +12.7% | -16.0% | -3.5% |
| 30D | -2.8% | +22.0% | -24.8% | -3.3% |
| 3M | -4.5% | -12.7% | +8.2% | -4.5% |
| 6M | -24.2% | +64.8% | -89.0% | -25.4% |
| YTD | -2.7% | +100.7% | -103.4% | -4.8% |
| 1Y | -3.7% | +146.9% | -150.6% | -6.3% |
| 3Y | -11.5% | +456.8% | -468.3% | -16.8% |
| 5Y | +10.3% | +89.2% | -78.9% | +6.0% |
| 10Y | +122.1% | +426.9% | -304.7% | +106.3% |
| All | +4,325.0% | +62,999.7% | -58,674.7% | +3,573.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling