+156.7%
SIMO vs HSY
+14.9%
+141.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.2% |
| 7D | -22.0% | +7.5% | -29.5% | -20.6% |
| 30D | -43.0% | +11.1% | -54.1% | -41.6% |
| 3M | -39.1% | -1.9% | -37.2% | -38.5% |
| 6M | -33.3% | -3.0% | -30.3% | -32.2% |
| YTD | +77.0% | 0.0% | +76.9% | +79.7% |
| 1Y | +73.0% | +9.4% | +63.6% | +75.6% |
| 3Y | +215.7% | +3.8% | +212.0% | +219.3% |
| All | +156.7% | +14.9% | +141.9% | +136.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling