+455.3%
SN vs HSY
-19.1%
+474.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.5% | +3.0% |
| 7D | +7.6% | +1.3% | +6.3% | +7.6% |
| 30D | +24.1% | +6.6% | +17.5% | +23.9% |
| 3M | +23.7% | -4.1% | +27.8% | +23.7% |
| 6M | +105.5% | -5.2% | +110.8% | +105.2% |
| YTD | +105.1% | -2.5% | +107.6% | +104.5% |
| 1Y | +148.3% | +4.7% | +143.5% | +147.1% |
| 3Y | +438.7% | +0.6% | +438.1% | +423.6% |
| All | +455.3% | -19.1% | +474.4% | +495.5% |
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