-41.2%
SWKS vs HSY
+9.9%
-51.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -3.1% | +3.8% | -7.0% | -3.4% |
| 30D | +8.3% | +6.9% | +1.4% | +7.8% |
| 3M | +20.2% | -4.1% | +24.3% | +20.6% |
| 6M | +24.9% | -5.0% | +29.9% | +25.4% |
| YTD | +33.2% | -2.3% | +35.4% | +33.4% |
| 1Y | +23.6% | +6.1% | +17.5% | +22.8% |
| 3Y | +1.3% | -0.7% | +1.9% | +1.7% |
| All | -41.2% | +9.9% | -51.1% | -41.1% |
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 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