+72.6%
SPY vs HSY
+11.0%
+61.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -0.9% | -0.4% |
| 7D | +2.6% | -2.1% | +4.7% | +2.8% |
| 30D | -2.0% | +6.1% | -8.1% | -2.6% |
| 3M | -2.8% | -5.6% | +2.8% | -2.3% |
| 6M | +2.1% | -9.5% | +11.7% | +3.1% |
| YTD | +11.5% | -2.1% | +13.6% | +11.0% |
| 1Y | +13.5% | +0.8% | +12.7% | +12.4% |
| 3Y | +77.7% | -2.1% | +79.8% | +75.0% |
| All | +72.6% | +11.0% | +61.6% | +58.0% |
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