+660.9%
SNPS vs HSY
+128.6%
+532.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | +1.1% | -2.1% | +3.2% | +1.4% |
| 30D | -5.2% | +6.1% | -11.3% | -6.6% |
| 3M | +10.6% | -5.6% | +16.2% | +11.5% |
| 6M | -10.6% | -9.5% | -1.1% | -9.3% |
| YTD | -3.1% | -2.1% | -1.0% | -4.4% |
| 1Y | +15.6% | +0.8% | +14.8% | +12.9% |
| 3Y | -12.9% | -2.1% | -10.8% | -16.1% |
| 5Y | +31.2% | +11.2% | +19.9% | +16.7% |
| All | +660.9% | +128.6% | +532.4% | +433.6% |
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