+572.2%
PBR vs HSY
+12.8%
+559.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +0.9% | +2.0% |
| 7D | +4.2% | -0.4% | +4.7% | +4.3% |
| 30D | +22.7% | -3.4% | +26.2% | +23.1% |
| 3M | +21.5% | -0.5% | +22.0% | +21.3% |
| 6M | +24.0% | -19.1% | +43.1% | +27.3% |
| YTD | +88.2% | -2.1% | +90.3% | +87.1% |
| 1Y | +74.8% | -3.2% | +78.1% | +73.8% |
| 3Y | +105.1% | -8.8% | +113.9% | +106.0% |
| 5Y | +572.2% | +13.0% | +559.3% | +538.3% |
| All | +572.2% | +12.8% | +559.5% | +538.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling