+4,267.1%
SYY vs HSY
+4,402.6%
-135.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.8% |
| 7D | -2.3% | -3.3% | +1.0% | -1.0% |
| 30D | -4.9% | -2.8% | -2.1% | -3.9% |
| 3M | +8.4% | -4.5% | +12.9% | +10.0% |
| 6M | -7.4% | -24.2% | +16.9% | +2.8% |
| YTD | +11.0% | -2.7% | +13.7% | +11.0% |
| 1Y | -0.2% | -3.7% | +3.5% | -0.1% |
| 3Y | +23.8% | -11.5% | +35.2% | +25.7% |
| 5Y | +18.1% | +10.3% | +7.8% | +8.9% |
| 10Y | +94.6% | +122.1% | -27.5% | +37.7% |
| All | +4,267.1% | +4,402.6% | -135.5% | +765.1% |
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 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