+201.5%
PDD vs HSY
+122.7%
+78.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.5% | -3.1% |
| 7D | -1.4% | +1.3% | -2.7% | -1.4% |
| 30D | -1.0% | +6.6% | -7.6% | -0.9% |
| 3M | -12.3% | -4.1% | -8.2% | -12.4% |
| 6M | -18.5% | -5.2% | -13.3% | -18.6% |
| YTD | -29.0% | -2.5% | -26.5% | -28.9% |
| 1Y | -40.7% | +4.7% | -45.5% | -40.5% |
| 3Y | -25.7% | +0.6% | -26.3% | -25.5% |
| 5Y | -3.3% | +11.7% | -15.0% | -4.3% |
| All | +201.5% | +122.7% | +78.8% | +244.6% |
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