+576.6%
SPMO vs HSY
+134.1%
+442.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +3.4% | -1.6% | +4.9% | +3.7% |
| 30D | +0.5% | -4.2% | +4.8% | +1.3% |
| 3M | +1.9% | -0.7% | +2.6% | +1.5% |
| 6M | +27.8% | -21.8% | +49.6% | +34.1% |
| YTD | +26.7% | -2.7% | +29.3% | +25.7% |
| 1Y | +28.9% | -4.8% | +33.7% | +28.3% |
| 3Y | +160.7% | -9.4% | +170.0% | +158.7% |
| 5Y | +150.2% | +11.3% | +138.9% | +129.0% |
| 10Y | +517.5% | +125.0% | +392.5% | +399.7% |
| All | +576.6% | +134.1% | +442.5% | +437.3% |
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