+72.9%
PBR vs HSY
+10.7%
+62.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.2% | -11.1% | -6.5% |
| 7D | -11.0% | +6.6% | -17.5% | -10.4% |
| 30D | -18.8% | +8.4% | -27.1% | -18.1% |
| 3M | +7.8% | -1.8% | +9.6% | +7.7% |
| 6M | -7.6% | -2.6% | -5.0% | -7.5% |
| YTD | +72.7% | -2.0% | +74.6% | +69.6% |
| 1Y | +72.9% | +8.3% | +64.6% | +67.4% |
| All | +72.9% | +10.7% | +62.3% | +67.4% |
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