+32.8%
SNOW vs HSY
+38.0%
-5.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.1% | -4.3% | -5.6% |
| 7D | +2.8% | -3.3% | +6.1% | +2.3% |
| 30D | +6.4% | -2.8% | +9.2% | +6.0% |
| 3M | +38.1% | -4.5% | +42.6% | +37.3% |
| 6M | +100.4% | -24.2% | +124.6% | +93.8% |
| YTD | +53.7% | -2.7% | +56.4% | +53.0% |
| 1Y | +52.0% | -3.7% | +55.7% | +51.4% |
| 3Y | +114.7% | -11.5% | +126.1% | +115.4% |
| 5Y | +8.8% | +10.3% | -1.6% | +16.1% |
| All | +32.8% | +38.0% | -5.2% | +33.8% |
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