+13.0%
HSY vs PODD
-55.6%
+68.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.6% | +1.4% |
| 7D | -0.4% | -10.6% | +10.1% | +0.1% |
| 30D | -3.4% | -6.9% | +3.5% | -3.1% |
| 3M | -0.5% | -10.6% | +10.1% | -0.1% |
| 6M | -19.1% | -43.5% | +24.3% | -17.3% |
| YTD | -2.1% | -52.6% | +50.6% | +1.0% |
| 1Y | -3.2% | -60.1% | +56.9% | +0.6% |
| 3Y | -8.8% | -21.7% | +12.9% | -10.0% |
| 5Y | +13.0% | -54.6% | +67.5% | +11.8% |
| All | +13.0% | -55.6% | +68.5% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling