+14,784.9%
SPGI vs HSY
+4,423.4%
+10,361.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +1.6% | +3.8% | -2.2% | +0.3% |
| 30D | +16.1% | +6.9% | +9.2% | +13.4% |
| 3M | +15.5% | -4.1% | +19.5% | +16.8% |
| 6M | +19.6% | -5.0% | +24.6% | +21.1% |
| YTD | -3.6% | -2.3% | -1.3% | -4.2% |
| 1Y | +2.2% | +6.1% | -3.9% | -1.4% |
| 3Y | +30.1% | -0.7% | +30.8% | +25.2% |
| 5Y | +14.9% | +9.9% | +5.0% | +5.8% |
| 10Y | +334.0% | +127.8% | +206.2% | +214.3% |
| All | +14,784.9% | +4,423.4% | +10,361.4% | +5,143.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling