+10,012.8%
STRL vs HSY
+3,776.4%
+6,236.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.4% |
| 7D | -26.9% | +7.5% | -34.4% | -27.9% |
| 30D | -52.7% | +11.1% | -63.7% | -53.7% |
| 3M | -52.8% | -1.9% | -50.9% | -52.9% |
| 6M | -71.5% | -3.0% | -68.5% | -71.7% |
| YTD | -17.4% | 0.0% | -17.5% | -18.6% |
| 1Y | -35.0% | +9.4% | -44.4% | -37.0% |
| 3Y | +239.2% | +3.8% | +235.5% | +224.2% |
| 5Y | +830.2% | +15.2% | +815.0% | +761.0% |
| 10Y | +3,574.7% | +126.9% | +3,447.9% | +2,850.0% |
| All | +10,012.8% | +3,776.4% | +6,236.4% | +5,184.7% |
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 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