+185.4%
SW vs HSY
+124.8%
+60.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.7% |
| 7D | +4.7% | +10.7% | -6.0% | +3.5% |
| 30D | +5.0% | +10.3% | -5.3% | +3.8% |
| 3M | -7.3% | -0.4% | -6.9% | -7.4% |
| 6M | +15.0% | -2.5% | +17.5% | +15.1% |
| YTD | +18.5% | -0.3% | +18.8% | +18.4% |
| 1Y | +27.1% | +7.6% | +19.5% | +26.1% |
| 3Y | +49.3% | +3.2% | +46.1% | +47.5% |
| 5Y | -1.6% | +14.7% | -16.4% | -4.7% |
| All | +185.4% | +124.8% | +60.6% | +190.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling