+125.0%
HSY vs PODD
+237.5%
-112.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.4% | -0.4% |
| 7D | -3.0% | -6.9% | +3.9% | -2.5% |
| 30D | -5.0% | -3.5% | -1.6% | -4.8% |
| 3M | -1.3% | -13.6% | +12.3% | -0.6% |
| 6M | -21.5% | -42.6% | +21.1% | -18.9% |
| YTD | -3.3% | -51.5% | +48.2% | +1.0% |
| 1Y | -5.5% | -60.9% | +55.4% | +0.1% |
| 3Y | -9.9% | -19.8% | +9.8% | -10.9% |
| 5Y | +11.3% | -54.4% | +65.7% | +13.6% |
| All | +125.0% | +237.5% | -112.5% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling