+12.3%
HSY vs SOXQ
+290.2%
-277.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -3.0% | +5.2% | -8.2% | -2.8% |
| 30D | -5.0% | -0.5% | -4.5% | -5.0% |
| 3M | -1.3% | -5.6% | +4.3% | -1.4% |
| 6M | -21.5% | +53.0% | -74.5% | -21.4% |
| YTD | -3.3% | +68.8% | -72.0% | -3.2% |
| 1Y | -5.5% | +105.7% | -111.2% | -5.4% |
| 3Y | -9.9% | +240.5% | -250.4% | -11.8% |
| 5Y | +11.3% | +266.8% | -255.4% | +6.5% |
| All | +12.3% | +290.2% | -277.9% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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