+120.1%
SPOT vs HSY
+11.0%
+109.1%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.4% |
| 7D | +1.6% | -2.1% | +3.7% | +1.5% |
| 30D | +16.9% | +6.1% | +10.8% | +17.4% |
| 3M | +23.0% | -5.6% | +28.6% | +21.9% |
| 6M | +42.2% | -9.5% | +51.7% | +40.1% |
| YTD | +5.5% | -2.1% | +7.6% | +5.6% |
| 1Y | -5.1% | +0.8% | -5.8% | -4.6% |
| 3Y | +257.9% | -2.1% | +260.0% | +262.8% |
| All | +120.1% | +11.0% | +109.1% | +155.6% |
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