+1.7%
SPGI vs HSY
+5.2%
-3.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +0.9% |
| 7D | -0.9% | +1.3% | -2.2% | -1.0% |
| 30D | +15.5% | +6.6% | +8.9% | +14.9% |
| 3M | +15.7% | -4.1% | +19.8% | +15.5% |
| 6M | +19.1% | -5.2% | +24.3% | +18.4% |
| YTD | -4.1% | -2.5% | -1.5% | -3.1% |
| All | +1.7% | +5.2% | -3.5% | +1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling