+441.2%
HSY vs PODD
+767.5%
-326.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.9% |
| 7D | -3.3% | +1.6% | -4.9% | -3.4% |
| 30D | -2.8% | +10.7% | -13.5% | -3.6% |
| 3M | -4.5% | +0.7% | -5.2% | -4.8% |
| 6M | -24.2% | -39.3% | +15.1% | -21.8% |
| YTD | -2.7% | -48.1% | +45.4% | +1.4% |
| 1Y | -3.7% | -57.4% | +53.7% | +1.7% |
| 3Y | -11.5% | -23.3% | +11.8% | -11.7% |
| 5Y | +10.3% | -51.3% | +61.6% | +12.3% |
| 10Y | +122.1% | +242.0% | -119.9% | +89.7% |
| All | +441.2% | +767.5% | -326.3% | +310.3% |
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