+86.2%
SU vs HSY
+10.7%
+75.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.2% | -8.7% | -4.2% |
| 7D | -7.1% | +6.6% | -13.6% | -6.7% |
| 30D | +4.8% | +8.4% | -3.6% | +5.2% |
| 3M | +12.5% | -1.8% | +14.3% | +12.5% |
| 6M | +6.5% | -2.6% | +9.1% | +6.4% |
| YTD | +65.8% | -2.0% | +67.8% | +62.3% |
| 1Y | +86.2% | +8.3% | +77.8% | +75.5% |
| All | +86.2% | +10.7% | +75.5% | +75.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling