-43.6%
SE vs HSY
-5.5%
-38.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -4.1% |
| 7D | -3.6% | -3.0% | -0.7% | -3.6% |
| 30D | -5.3% | -5.0% | -0.3% | -5.3% |
| 3M | +28.1% | -1.3% | +29.4% | +27.9% |
| 6M | +20.7% | -21.5% | +42.2% | +18.0% |
| YTD | -14.8% | -3.3% | -11.5% | -12.3% |
| 1Y | -43.6% | -5.5% | -38.1% | -41.3% |
| All | -43.6% | -5.5% | -38.1% | -41.3% |
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