+62,786.1%
SU vs HSY
+4,377.7%
+58,408.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | +1.6% | -3.0% | +4.5% | +2.4% |
| 30D | +10.7% | -5.0% | +15.8% | +12.2% |
| 3M | +13.5% | -1.3% | +14.8% | +13.5% |
| 6M | +21.8% | -21.5% | +43.3% | +29.3% |
| YTD | +58.8% | -3.3% | +62.1% | +58.5% |
| 1Y | +72.0% | -5.5% | +77.5% | +72.3% |
| 3Y | +121.7% | -9.9% | +131.6% | +120.7% |
| 5Y | +350.4% | +11.3% | +339.1% | +317.0% |
| 10Y | +264.7% | +128.1% | +136.6% | +174.7% |
| All | +62,786.1% | +4,377.7% | +58,408.4% | +17,121.7% |
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