+158.7%
SYF vs HSY
+0.7%
+158.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.4% |
| 7D | -3.6% | +1.1% | -4.7% | -3.6% |
| 30D | -1.7% | +7.7% | -9.4% | -1.9% |
| 3M | -7.8% | -2.3% | -5.5% | -7.8% |
| 6M | +3.4% | -5.3% | +8.7% | +3.3% |
| YTD | -12.2% | -0.9% | -11.3% | -12.7% |
| 1Y | -1.6% | +5.2% | -6.8% | -2.5% |
| All | +158.7% | +0.7% | +158.0% | +159.6% |
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