+148.0%
SN vs HSY
+0.7%
+147.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.3% | +2.8% |
| 7D | +1.5% | -2.1% | +3.7% | +1.6% |
| 30D | +21.5% | +6.1% | +15.4% | +21.6% |
| 3M | +20.0% | -5.6% | +25.7% | +19.6% |
| 6M | +119.9% | -9.5% | +129.5% | +117.6% |
| YTD | +102.3% | -2.1% | +104.4% | +102.7% |
| 1Y | +148.0% | +0.8% | +147.2% | +155.4% |
| All | +148.0% | +0.7% | +147.3% | +155.4% |
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 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