+196.3%
SE vs HSY
-9.5%
+205.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +0.6% | -1.6% | +2.2% | +0.5% |
| 30D | -0.1% | -4.2% | +4.1% | -0.3% |
| 3M | +34.1% | -0.7% | +34.9% | +34.1% |
| 6M | +23.2% | -21.8% | +45.0% | +21.1% |
| YTD | -11.2% | -2.7% | -8.5% | -10.8% |
| 1Y | -40.5% | -4.8% | -35.7% | -40.2% |
| 3Y | +196.3% | -9.4% | +205.7% | +181.3% |
| All | +196.3% | -9.5% | +205.8% | +181.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling