+42.0%
SOFI vs HSY
+30.4%
+11.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.5% |
| 7D | -4.9% | +0.1% | -5.0% | -4.9% |
| 30D | -3.5% | -5.2% | +1.7% | -4.2% |
| 3M | +3.9% | -3.4% | +7.3% | +3.4% |
| 6M | -6.5% | -19.2% | +12.7% | -9.1% |
| YTD | -33.8% | -2.6% | -31.2% | -33.9% |
| 1Y | -33.3% | -3.8% | -29.5% | -33.4% |
| 3Y | +94.6% | -10.6% | +105.2% | +92.3% |
| 5Y | +13.3% | +12.3% | +1.0% | +40.1% |
| All | +42.0% | +30.4% | +11.5% | +80.4% |
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