-43.6%
SWKS vs HSY
+14.9%
-58.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.2% |
| 7D | -6.2% | +7.5% | -13.7% | -6.5% |
| 30D | -1.5% | +11.1% | -12.6% | -2.1% |
| 3M | +23.0% | -1.9% | +24.9% | +23.2% |
| 6M | +27.6% | -3.0% | +30.6% | +28.0% |
| YTD | +32.3% | 0.0% | +32.3% | +32.4% |
| 1Y | +20.1% | +9.4% | +10.7% | +19.2% |
| 3Y | +0.6% | +3.8% | -3.1% | +0.9% |
| All | -43.6% | +14.9% | -58.4% | -41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling