+51,567.6%
SCHW vs HSY
+4,407.1%
+47,160.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.2% |
| 3M | +21.3% | -3.4% | +24.7% | +22.3% |
| 6M | +16.5% | -19.2% | +35.7% | +24.6% |
| YTD | +8.4% | -2.6% | +11.0% | +7.9% |
| 1Y | +15.6% | -3.8% | +19.4% | +15.1% |
| 3Y | +86.8% | -10.6% | +97.5% | +85.8% |
| 5Y | +60.5% | +12.3% | +48.2% | +44.7% |
| 10Y | +297.7% | +129.6% | +168.2% | +164.8% |
| All | +51,567.6% | +4,407.1% | +47,160.5% | +9,719.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling