+226.8%
SOXX vs HSY
-9.3%
+236.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +1.8% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | -3.6% | -5.2% | +1.6% | -4.4% |
| 3M | -10.2% | -3.4% | -6.8% | -10.2% |
| 6M | +54.2% | -19.2% | +73.4% | +52.6% |
| YTD | +75.2% | -2.6% | +77.8% | +75.9% |
| 1Y | +107.5% | -3.8% | +111.3% | +108.4% |
| 3Y | +226.8% | -10.6% | +237.4% | +234.2% |
| All | +226.8% | -9.3% | +236.1% | +234.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling