+423.6%
SN vs HSY
-10.5%
+434.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | 0.0% | -1.0% |
| 7D | -9.3% | -3.3% | -6.0% | -9.3% |
| 30D | -4.8% | -2.8% | -2.0% | -4.8% |
| 3M | +40.4% | -4.5% | +44.9% | +40.4% |
| 6M | +50.9% | -24.2% | +75.2% | +51.0% |
| YTD | +54.9% | -2.7% | +57.7% | +54.7% |
| 1Y | +43.0% | -3.7% | +46.8% | +42.7% |
| All | +423.6% | -10.5% | +434.1% | +462.9% |
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