+3.4%
HSY vs PLTU
+142.1%
-138.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.7% | +4.7% | -0.1% |
| 7D | -1.6% | -11.6% | +10.0% | -1.8% |
| 30D | -4.2% | -4.6% | +0.4% | -4.2% |
| 3M | -0.7% | +33.7% | -34.4% | +0.4% |
| 6M | -21.8% | -9.4% | -12.4% | -21.4% |
| YTD | -2.7% | -34.7% | +32.0% | -2.7% |
| 1Y | -4.8% | -23.2% | +18.4% | -4.2% |
| All | +3.4% | +142.1% | -138.8% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling