+72.5%
SMR vs HSY
-8.8%
+81.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -5.3% |
| 7D | +4.7% | -0.4% | +5.1% | +4.6% |
| 30D | +3.2% | -3.4% | +6.7% | +2.4% |
| 3M | +9.9% | -0.5% | +10.4% | +10.2% |
| 6M | -15.1% | -19.1% | +4.0% | -17.0% |
| YTD | -27.9% | -2.1% | -25.9% | -27.4% |
| 1Y | -70.2% | -3.2% | -67.0% | -70.0% |
| All | +72.5% | -8.8% | +81.3% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling