+26.1%
PAAS vs HSY
+10.7%
+15.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +4.2% | +4.2% | +8.4% |
| 7D | -1.1% | +6.6% | -7.6% | -0.8% |
| 30D | -8.5% | +8.4% | -16.8% | -8.1% |
| 3M | -7.3% | -1.8% | -5.5% | -7.3% |
| 6M | -18.3% | -2.6% | -15.6% | -17.9% |
| YTD | -19.2% | -2.0% | -17.2% | -12.2% |
| 1Y | +26.1% | +8.3% | +17.8% | +36.3% |
| All | +26.1% | +10.7% | +15.5% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling