+167.8%
SLV vs HSY
+13.1%
+154.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | +2.5% | -1.6% | +4.1% | +2.6% |
| 30D | +3.3% | -4.2% | +7.5% | +3.4% |
| 3M | -3.6% | -0.7% | -2.9% | -3.6% |
| 6M | -21.8% | -21.8% | 0.0% | -20.9% |
| YTD | -7.8% | -2.7% | -5.2% | -7.7% |
| 1Y | +58.3% | -4.8% | +63.1% | +58.6% |
| 3Y | +182.6% | -9.4% | +191.9% | +183.8% |
| 5Y | +167.8% | +11.3% | +156.5% | +169.2% |
| All | +167.8% | +13.1% | +154.7% | +169.2% |
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 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