+2,784.6%
HSY vs SUI
+4,037.5%
-1,253.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -1.0% |
| 7D | -3.3% | -2.8% | -0.5% | -2.6% |
| 30D | -2.8% | -1.2% | -1.6% | -2.6% |
| 3M | -4.5% | -1.7% | -2.7% | -4.1% |
| 6M | -24.2% | -10.5% | -13.7% | -22.3% |
| YTD | -2.7% | -1.8% | -0.9% | -2.5% |
| 1Y | -3.7% | -4.1% | +0.3% | -3.0% |
| 3Y | -11.5% | +11.3% | -22.7% | -14.7% |
| 5Y | +10.3% | -32.1% | +42.4% | +17.6% |
| 10Y | +122.1% | +110.4% | +11.7% | +83.6% |
| All | +2,784.6% | +4,037.5% | -1,253.0% | +1,361.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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