+186.4%
PAAS vs HSY
+122.5%
+63.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.5% | +3.6% |
| 7D | +8.8% | +1.3% | +7.5% | +8.4% |
| 30D | -8.5% | +6.6% | -15.0% | -10.3% |
| 3M | -17.0% | -4.1% | -12.9% | -16.2% |
| 6M | -27.9% | -5.2% | -22.6% | -27.3% |
| YTD | -17.5% | -2.5% | -14.9% | -18.2% |
| 1Y | +22.8% | +4.7% | +18.1% | +18.7% |
| 3Y | +224.2% | +0.6% | +223.7% | +206.8% |
| 5Y | +73.6% | +11.7% | +62.0% | +53.8% |
| 10Y | +186.4% | +120.0% | +66.4% | +113.0% |
| All | +186.4% | +122.5% | +63.9% | +113.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling