+589.4%
SE vs HSY
+96.8%
+492.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.7% |
| 7D | -6.1% | -3.3% | -2.8% | -5.6% |
| 30D | -2.5% | -2.8% | +0.4% | -2.1% |
| 3M | +21.7% | -4.5% | +26.2% | +22.4% |
| 6M | +27.0% | -24.2% | +51.2% | +32.6% |
| YTD | -12.1% | -2.7% | -9.4% | -12.2% |
| 1Y | -40.9% | -3.7% | -37.2% | -41.0% |
| 3Y | +191.0% | -11.5% | +202.5% | +193.4% |
| 5Y | -68.3% | +10.3% | -78.6% | -71.1% |
| All | +589.4% | +96.8% | +492.6% | +419.5% |
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