-5.5%
HSY vs PLTU
-25.0%
+19.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.6% |
| 7D | -3.0% | -0.8% | -2.2% | -2.9% |
| 30D | -5.0% | -8.8% | +3.8% | -5.2% |
| 3M | -1.3% | +41.7% | -43.0% | 0.0% |
| 6M | -21.5% | -9.3% | -12.2% | -21.7% |
| YTD | -3.3% | -35.2% | +32.0% | -4.8% |
| 1Y | -5.5% | -29.5% | +24.0% | -4.5% |
| All | -5.5% | -25.0% | +19.5% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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