+100.5%
SIMO vs HSY
+10.7%
+89.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +4.2% | -13.7% | -6.5% |
| 7D | -16.9% | +6.6% | -23.4% | -12.1% |
| 30D | -35.4% | +8.4% | -43.8% | -30.6% |
| 3M | -31.9% | -1.8% | -30.1% | -30.0% |
| 6M | -19.3% | -2.6% | -16.7% | -16.0% |
| YTD | +98.5% | -2.0% | +100.4% | +112.1% |
| 1Y | +100.5% | +8.3% | +92.2% | +110.2% |
| All | +100.5% | +10.7% | +89.8% | +110.2% |
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