+68.9%
SE vs HSY
+0.7%
+68.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.5% |
| 7D | 0.0% | +3.8% | -3.8% | +0.1% |
| 30D | -19.4% | +6.9% | -26.3% | -19.2% |
| 3M | -33.1% | -4.1% | -29.0% | -33.2% |
| 6M | -11.4% | -5.0% | -6.5% | -11.7% |
| YTD | -39.8% | -2.3% | -37.5% | -39.5% |
| 1Y | -50.5% | +6.1% | -56.6% | -49.9% |
| 3Y | +68.9% | -0.7% | +69.5% | +66.1% |
| All | +68.9% | +0.7% | +68.2% | +66.1% |
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