-10.6%
HSY vs POET
+120.8%
-131.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.5% |
| 7D | +0.1% | +0.4% | -0.3% | +0.1% |
| 30D | -5.2% | -10.4% | +5.2% | -5.3% |
| 3M | -3.4% | -29.3% | +25.9% | -3.5% |
| 6M | -19.2% | +6.9% | -26.1% | -18.9% |
| YTD | -2.6% | +25.6% | -28.2% | -2.1% |
| 1Y | -3.8% | +49.2% | -52.9% | -3.1% |
| 3Y | -10.6% | +128.4% | -139.1% | -14.9% |
| All | -10.6% | +120.8% | -131.5% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 3y: compounded portfolio wealth divided by compounded POET 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…
3y analysis · Full analysis span regression · 6 months rolling