+10.7%
SNDU vs HSY
-18.3%
+29.0%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +4.2% | -19.9% | -2.5% |
| 7D | -48.0% | +6.6% | -54.6% | -32.7% |
| 30D | -66.4% | +8.4% | -74.8% | -52.2% |
| 3M | -58.7% | -1.8% | -57.0% | -56.4% |
| 6M | -68.6% | -2.6% | -66.0% | -59.0% |
| All | +10.7% | -18.3% | +29.0% | +49.2% |
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