+157.1%
SPMO vs HSY
-9.3%
+166.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.5% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -1.9% | -5.2% | +3.3% | -2.4% |
| 3M | -1.4% | -3.4% | +2.0% | -1.4% |
| 6M | +25.5% | -19.2% | +44.7% | +24.7% |
| YTD | +24.8% | -2.6% | +27.5% | +25.0% |
| 1Y | +24.5% | -3.8% | +28.3% | +24.6% |
| 3Y | +157.1% | -10.6% | +167.8% | +157.7% |
| All | +157.1% | -9.3% | +166.5% | +157.7% |
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