+43.0%
SN vs HSY
-3.5%
+46.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | 0.0% | -1.1% |
| 7D | -9.3% | -3.3% | -6.0% | -9.5% |
| 30D | -4.8% | -2.8% | -2.0% | -4.9% |
| 3M | +40.4% | -4.5% | +44.9% | +40.0% |
| 6M | +50.9% | -24.2% | +75.2% | +48.8% |
| YTD | +54.9% | -2.7% | +57.7% | +54.3% |
| 1Y | +43.0% | -3.7% | +46.8% | +41.2% |
| All | +43.0% | -3.5% | +46.6% | +41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling