+69.6%
PBR vs HSY
-3.5%
+73.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -2.0% |
| 7D | +8.6% | -3.3% | +11.9% | +8.3% |
| 30D | +12.8% | -2.8% | +15.6% | +12.5% |
| 3M | +14.7% | -4.5% | +19.2% | +14.6% |
| 6M | +25.2% | -24.2% | +49.4% | +25.5% |
| YTD | +77.1% | -2.7% | +79.9% | +75.2% |
| 1Y | +69.6% | -3.7% | +73.3% | +66.4% |
| All | +69.6% | -3.5% | +73.1% | +66.4% |
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