-11.0%
SHOP vs HSY
-3.8%
-7.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.4% | 0.0% |
| 7D | -13.2% | -0.4% | -12.8% | -13.3% |
| 30D | -17.0% | -3.4% | -13.6% | -17.4% |
| 3M | +17.0% | -0.5% | +17.5% | +17.1% |
| 6M | -2.1% | -19.1% | +17.0% | -7.1% |
| YTD | -21.4% | -2.1% | -19.3% | -22.8% |
| 1Y | -11.0% | -3.2% | -7.7% | -9.8% |
| All | -11.0% | -3.8% | -7.2% | -9.8% |
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