+419.3%
SIMO vs HSY
-10.5%
+429.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.1% | +9.8% | +8.6% |
| 7D | +4.2% | -3.3% | +7.5% | +3.8% |
| 30D | +4.1% | -2.8% | +6.9% | +3.7% |
| 3M | -12.9% | -4.5% | -8.4% | -12.9% |
| 6M | +110.3% | -24.2% | +134.6% | +110.3% |
| YTD | +178.6% | -2.7% | +181.3% | +178.3% |
| 1Y | +220.0% | -3.7% | +223.7% | +219.8% |
| All | +419.3% | -10.5% | +429.8% | +427.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling