+51.6%
SW vs HSY
+1.4%
+50.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.2% | -0.1% | +3.6% |
| 7D | +12.1% | +6.6% | +5.5% | +11.2% |
| 30D | +6.6% | +8.4% | -1.8% | +5.6% |
| 3M | -6.0% | -1.8% | -4.2% | -5.9% |
| 6M | +21.5% | -2.6% | +24.1% | +21.6% |
| YTD | +20.3% | -2.0% | +22.3% | +20.7% |
| 1Y | +28.1% | +8.3% | +19.8% | +28.0% |
| All | +51.6% | +1.4% | +50.1% | +50.1% |
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