+22,282.0%
SYK vs HSY
+4,433.6%
+17,848.4%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -2.3% |
| 7D | -12.3% | -0.4% | -11.9% | -12.2% |
| 30D | -22.4% | -3.4% | -19.0% | -21.6% |
| 3M | -12.3% | -0.5% | -11.8% | -12.2% |
| 6M | -24.3% | -19.1% | -5.2% | -19.3% |
| YTD | -22.8% | -2.1% | -20.7% | -22.7% |
| 1Y | -28.8% | -3.2% | -25.5% | -28.7% |
| 3Y | -4.0% | -8.8% | +4.8% | -4.0% |
| 5Y | +3.8% | +13.0% | -9.1% | -3.7% |
| 10Y | +172.8% | +130.9% | +41.9% | +101.8% |
| All | +22,282.0% | +4,433.6% | +17,848.4% | +6,064.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling