+236.5%
SLV vs HSY
+439.6%
-203.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.5% |
| 7D | +3.7% | +3.8% | -0.2% | +3.2% |
| 30D | -15.2% | +6.9% | -22.0% | -15.9% |
| 3M | -21.8% | -4.1% | -17.7% | -21.5% |
| 6M | -36.3% | -5.0% | -31.3% | -36.1% |
| YTD | -27.8% | -2.3% | -25.6% | -28.1% |
| 1Y | +1.5% | +6.1% | -4.6% | 0.0% |
| 3Y | +128.5% | -0.7% | +129.2% | +124.8% |
| 5Y | +103.2% | +9.9% | +93.4% | +96.2% |
| 10Y | +164.7% | +127.8% | +36.9% | +132.6% |
| All | +236.5% | +439.6% | -203.1% | +181.7% |
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 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