+148.2%
SPMO vs HSY
+12.8%
+135.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.1% | -1.9% |
| 7D | +0.1% | -0.4% | +0.5% | +0.1% |
| 30D | -0.7% | -3.4% | +2.8% | -0.7% |
| 3M | +2.8% | -0.5% | +3.3% | +2.7% |
| 6M | +24.4% | -19.1% | +43.6% | +26.0% |
| YTD | +24.2% | -2.1% | +26.2% | +23.8% |
| 1Y | +24.5% | -3.2% | +27.7% | +24.1% |
| 3Y | +155.6% | -8.8% | +164.4% | +157.9% |
| 5Y | +148.2% | +13.0% | +135.2% | +135.4% |
| All | +148.2% | +12.8% | +135.4% | +135.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling