-53.7%
SMR vs HSY
-3.2%
-50.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.2% |
| 7D | -8.3% | -2.1% | -6.1% | -8.6% |
| 30D | -20.1% | +6.1% | -26.2% | -19.0% |
| 3M | -52.7% | -5.6% | -47.1% | -52.9% |
| 6M | -61.0% | -9.5% | -51.5% | -61.1% |
| YTD | -67.1% | -2.1% | -65.0% | -66.9% |
| 1Y | -79.9% | +0.8% | -80.6% | -79.7% |
| 3Y | +101.7% | -2.1% | +103.9% | +106.9% |
| All | -53.7% | -3.2% | -50.5% | -52.3% |
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