+11.7%
HSY vs SWK
-23.3%
+35.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.4% | -2.8% |
| 7D | +1.3% | +10.7% | -9.4% | +0.3% |
| 30D | +6.6% | +33.3% | -26.7% | +4.0% |
| 3M | -4.1% | +14.7% | -18.8% | -5.4% |
| 6M | -5.2% | +48.5% | -53.8% | -8.5% |
| YTD | -2.5% | +63.9% | -66.4% | -6.8% |
| 1Y | +4.7% | +80.4% | -75.7% | -0.7% |
| 3Y | +0.6% | +58.1% | -57.6% | -4.4% |
| 5Y | +11.7% | -24.5% | +36.2% | +12.9% |
| All | +11.7% | -23.3% | +35.0% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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