+252.8%
SPOT vs HSY
+118.1%
+134.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.8% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +7.4% | -5.2% | +12.6% | +7.4% |
| 3M | +8.2% | -3.4% | +11.6% | +8.2% |
| 6M | +2.2% | -19.2% | +21.4% | +2.1% |
| YTD | -9.5% | -2.6% | -6.8% | -9.5% |
| 1Y | -23.8% | -3.8% | -20.1% | -23.8% |
| 3Y | +233.5% | -10.6% | +244.1% | +236.5% |
| 5Y | +112.2% | +12.3% | +99.9% | +108.1% |
| All | +252.8% | +118.1% | +134.7% | +219.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling