+231.7%
SPOT vs HSY
-9.9%
+241.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -1.1% |
| 7D | -6.5% | -3.0% | -3.5% | -6.9% |
| 30D | +2.2% | -5.0% | +7.2% | +1.5% |
| 3M | +5.4% | -1.3% | +6.7% | +5.4% |
| 6M | -4.0% | -21.5% | +17.5% | -7.8% |
| YTD | -9.9% | -3.3% | -6.7% | -9.6% |
| 1Y | -27.3% | -5.5% | -21.8% | -27.2% |
| All | +231.7% | -9.9% | +241.6% | +269.9% |
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