+444.7%
HSY vs PODD
+796.9%
-352.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.6% | +0.4% |
| 7D | -2.1% | +4.1% | -6.2% | -2.4% |
| 30D | +6.1% | +13.9% | -7.8% | +5.0% |
| 3M | -5.6% | +4.1% | -9.8% | -6.0% |
| 6M | -9.5% | +2.4% | -12.0% | -10.0% |
| YTD | -2.1% | -46.4% | +44.3% | +1.7% |
| 1Y | +0.8% | -54.2% | +54.9% | +5.9% |
| 3Y | -2.1% | -6.9% | +4.7% | -3.7% |
| 5Y | +11.2% | -51.6% | +62.8% | +13.3% |
| 10Y | +128.3% | +329.3% | -201.0% | +91.9% |
| All | +444.7% | +796.9% | -352.2% | +311.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling