+270.1%
SIMO vs HSY
+10.4%
+259.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.1% | +9.8% | +8.6% |
| 7D | +4.2% | -3.3% | +7.5% | +3.9% |
| 30D | +4.1% | -2.8% | +6.9% | +3.8% |
| 3M | -12.9% | -4.5% | -8.4% | -12.9% |
| 6M | +110.3% | -24.2% | +134.6% | +110.0% |
| YTD | +178.6% | -2.7% | +181.3% | +178.4% |
| 1Y | +220.0% | -3.7% | +223.7% | +219.9% |
| 3Y | +409.0% | -11.5% | +420.5% | +405.9% |
| All | +270.1% | +10.4% | +259.7% | +260.4% |
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