+248.5%
SLV vs HSY
+438.1%
-189.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.3% | +3.0% |
| 7D | +5.6% | +1.3% | +4.3% | +5.5% |
| 30D | -12.1% | +6.6% | -18.7% | -12.9% |
| 3M | -16.3% | -4.1% | -12.2% | -16.0% |
| 6M | -34.1% | -5.2% | -28.8% | -33.8% |
| YTD | -25.3% | -2.5% | -22.7% | -25.5% |
| 1Y | +9.6% | +4.7% | +4.9% | +8.2% |
| 3Y | +132.7% | +0.6% | +132.1% | +128.4% |
| 5Y | +113.7% | +11.7% | +102.0% | +105.8% |
| 10Y | +175.9% | +120.0% | +55.9% | +143.3% |
| All | +248.5% | +438.1% | -189.6% | +191.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling