+264.0%
SPOT vs HSY
+117.9%
+146.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -3.2% |
| 7D | -0.9% | -3.3% | +2.4% | -0.9% |
| 30D | +12.5% | -2.8% | +15.3% | +12.5% |
| 3M | +9.9% | -4.5% | +14.4% | +9.9% |
| 6M | +1.6% | -24.2% | +25.8% | +1.3% |
| YTD | -6.6% | -2.7% | -3.9% | -6.6% |
| 1Y | -22.9% | -3.7% | -19.2% | -22.9% |
| 3Y | +244.3% | -11.5% | +255.7% | +247.7% |
| 5Y | +117.8% | +10.3% | +107.5% | +114.1% |
| All | +264.0% | +117.9% | +146.2% | +229.9% |
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 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