+8,524.1%
SHOP vs HSY
+141.3%
+8,382.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -3.9% | -3.6% |
| 7D | +2.8% | +3.8% | -1.0% | +2.2% |
| 30D | -14.2% | +6.9% | -21.1% | -15.1% |
| 3M | -5.5% | -4.1% | -1.5% | -5.0% |
| 6M | +32.8% | -5.0% | +37.8% | +33.4% |
| YTD | -8.9% | -2.3% | -6.6% | -9.7% |
| 1Y | -7.7% | +6.1% | -13.8% | -9.9% |
| 3Y | +139.0% | -0.7% | +139.7% | +131.7% |
| 5Y | -0.5% | +9.9% | -10.4% | -8.4% |
| 10Y | +3,557.0% | +127.8% | +3,429.2% | +2,724.3% |
| All | +8,524.1% | +141.3% | +8,382.9% | +5,642.7% |
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