+8,434.7%
SHOP vs HSY
+140.1%
+8,294.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | -0.4% |
| 7D | -5.1% | -3.3% | -1.8% | -4.6% |
| 30D | +0.6% | -2.8% | +3.4% | +1.0% |
| 3M | +25.0% | -4.5% | +29.5% | +25.9% |
| 6M | +11.9% | -24.2% | +36.1% | +16.4% |
| YTD | -9.9% | -2.7% | -7.1% | -10.5% |
| 1Y | 0.0% | -3.7% | +3.7% | -0.6% |
| 3Y | +117.5% | -11.5% | +129.0% | +117.8% |
| 5Y | -6.6% | +10.3% | -17.0% | -14.3% |
| 10Y | +3,320.3% | +122.1% | +3,198.2% | +2,561.1% |
| All | +8,434.7% | +140.1% | +8,294.6% | +5,592.7% |
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