+15.6%
SCHW vs HSY
-4.1%
+19.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -1.6% | -5.2% | +3.6% | -1.5% |
| 3M | +21.3% | -3.4% | +24.7% | +21.1% |
| 6M | +16.5% | -19.2% | +35.7% | +15.9% |
| YTD | +8.4% | -2.6% | +11.0% | +9.8% |
| 1Y | +15.6% | -3.8% | +19.4% | +15.4% |
| All | +15.6% | -4.1% | +19.7% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling