+125.0%
SU vs HSY
-9.3%
+134.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | -0.1% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +8.4% | -5.2% | +13.6% | +8.7% |
| 3M | +12.1% | -3.4% | +15.5% | +12.2% |
| 6M | +19.7% | -19.2% | +38.9% | +21.1% |
| YTD | +58.4% | -2.6% | +61.0% | +57.9% |
| 1Y | +67.2% | -3.8% | +71.0% | +66.6% |
| 3Y | +125.0% | -10.6% | +135.7% | +109.3% |
| All | +125.0% | -9.3% | +134.4% | +109.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling