-48.8%
SE vs HSY
+10.7%
-59.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.2% | +0.3% | +4.4% |
| 7D | +6.7% | +6.6% | +0.1% | +6.6% |
| 30D | -17.2% | +8.4% | -25.6% | -17.3% |
| 3M | -28.0% | -1.8% | -26.3% | -28.1% |
| 6M | -6.1% | -2.6% | -3.5% | -6.1% |
| YTD | -37.1% | -2.0% | -35.2% | -32.2% |
| 1Y | -48.8% | +8.3% | -57.1% | -44.4% |
| All | -48.8% | +10.7% | -59.4% | -44.4% |
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