+980.0%
SMCI vs HSY
+12.0%
+968.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.2% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +6.6% | -5.2% | +11.8% | +5.6% |
| 3M | +25.4% | -3.4% | +28.8% | +25.3% |
| 6M | +26.1% | -19.2% | +45.3% | +23.1% |
| YTD | +37.0% | -2.6% | +39.6% | +37.6% |
| 1Y | -8.8% | -3.8% | -5.0% | -8.2% |
| 3Y | +44.6% | -10.6% | +55.2% | +47.9% |
| All | +980.0% | +12.0% | +968.0% | +979.8% |
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 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