+11.6%
HSY vs SPXS
-85.7%
+97.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.1% | -0.5% |
| 7D | -3.0% | +1.2% | -4.2% | -2.9% |
| 30D | -5.0% | +5.2% | -10.2% | -4.7% |
| 3M | -1.3% | -9.2% | +7.9% | -1.8% |
| 6M | -21.5% | -29.6% | +8.1% | -23.2% |
| YTD | -3.3% | -27.6% | +24.4% | -5.1% |
| 1Y | -5.5% | -36.7% | +31.2% | -8.1% |
| 3Y | -9.9% | -79.8% | +69.9% | -19.9% |
| All | +11.6% | -85.7% | +97.2% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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