+5.2%
HSY vs PFG
+41.5%
-36.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.5% |
| 7D | +1.1% | -2.2% | +3.3% | +1.4% |
| 30D | +7.7% | +6.4% | +1.3% | +6.8% |
| 3M | -2.3% | +2.2% | -4.5% | -2.7% |
| 6M | -5.3% | +16.3% | -21.6% | -6.6% |
| YTD | -0.9% | +33.2% | -34.1% | -3.5% |
| 1Y | +5.2% | +40.6% | -35.4% | +2.1% |
| All | +5.2% | +41.5% | -36.3% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling