+29.8%
SNOW vs HSY
+38.9%
-9.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.8% | -0.3% |
| 7D | -7.5% | -0.4% | -7.1% | -7.6% |
| 30D | -1.3% | -3.4% | +2.1% | -1.8% |
| 3M | +37.4% | -0.5% | +37.9% | +37.4% |
| 6M | +88.1% | -19.1% | +107.2% | +83.4% |
| YTD | +50.3% | -2.1% | +52.4% | +49.8% |
| 1Y | +46.0% | -3.2% | +49.2% | +45.6% |
| 3Y | +98.7% | -8.8% | +107.5% | +99.7% |
| 5Y | +3.5% | +13.0% | -9.4% | +10.9% |
| All | +29.8% | +38.9% | -9.1% | +30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling