+260.6%
SNDU vs HSY
-19.0%
+279.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.1% | +24.7% | +20.0% |
| 7D | +35.2% | -3.3% | +38.5% | +22.1% |
| 30D | +50.8% | -2.8% | +53.6% | +41.7% |
| 3M | -43.2% | -4.5% | -38.7% | -33.3% |
| All | +260.6% | -19.0% | +279.6% | +337.0% |
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 · Available span rolling