+16.5%
SNPS vs HSY
+13.1%
+3.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | -5.5% | -1.6% | -3.9% | -5.5% |
| 30D | -5.8% | -4.2% | -1.5% | -5.8% |
| 3M | -17.2% | -0.7% | -16.5% | -17.3% |
| 6M | -10.4% | -21.8% | +11.4% | -9.7% |
| YTD | -16.5% | -2.7% | -13.9% | -17.0% |
| 1Y | -35.6% | -4.8% | -30.8% | -35.8% |
| 3Y | -14.6% | -9.4% | -5.2% | -14.2% |
| 5Y | +16.5% | +11.3% | +5.2% | +7.6% |
| All | +16.5% | +13.1% | +3.3% | +7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling