+7.5%
SMR vs HSY
-4.3%
+11.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.4% |
| 7D | +13.1% | -3.0% | +16.0% | +12.6% |
| 30D | +17.8% | -5.0% | +22.8% | +16.9% |
| 3M | +8.1% | -1.3% | +9.4% | +8.1% |
| 6M | -11.1% | -21.5% | +10.4% | -12.4% |
| YTD | -23.7% | -3.3% | -20.4% | -23.7% |
| 1Y | -69.4% | -5.5% | -63.9% | -69.4% |
| 3Y | +82.6% | -9.9% | +92.5% | +86.8% |
| All | +7.5% | -4.3% | +11.8% | +9.8% |
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