+26.3%
SYY vs HSY
-9.9%
+36.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.3% |
| 7D | -0.2% | -3.0% | +2.7% | +0.6% |
| 30D | -2.7% | -5.0% | +2.3% | -1.4% |
| 3M | +5.9% | -1.3% | +7.2% | +6.0% |
| 6M | -2.3% | -21.5% | +19.2% | +4.1% |
| YTD | +13.1% | -3.3% | +16.4% | +13.1% |
| 1Y | +3.8% | -5.5% | +9.2% | +4.2% |
| All | +26.3% | -9.9% | +36.3% | +30.0% |
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 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