+1,632.9%
PBR vs HSY
+1,283.7%
+349.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.5% | +3.5% |
| 7D | +2.5% | -1.6% | +4.0% | +3.2% |
| 30D | +19.4% | -4.2% | +23.6% | +21.5% |
| 3M | +20.8% | -0.7% | +21.5% | +20.1% |
| 6M | +23.5% | -21.8% | +45.3% | +36.1% |
| YTD | +83.4% | -2.7% | +86.1% | +81.3% |
| 1Y | +77.6% | -4.8% | +82.4% | +76.4% |
| 3Y | +99.9% | -9.4% | +109.2% | +96.3% |
| 5Y | +567.7% | +11.3% | +556.4% | +477.2% |
| 10Y | +621.5% | +125.0% | +496.5% | +344.8% |
| All | +1,632.9% | +1,283.7% | +349.1% | +553.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling