+439.5%
SN vs HSY
-16.9%
+456.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.7% |
| 7D | +7.2% | +7.5% | -0.3% | +7.0% |
| 30D | +20.4% | +11.1% | +9.3% | +20.2% |
| 3M | +23.9% | -1.9% | +25.8% | +23.8% |
| 6M | +93.0% | -3.0% | +96.0% | +92.6% |
| YTD | +99.2% | 0.0% | +99.2% | +98.6% |
| 1Y | +142.6% | +9.4% | +133.2% | +141.2% |
| 3Y | +398.8% | +3.8% | +395.0% | +383.2% |
| All | +439.5% | -16.9% | +456.4% | +478.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling