-23.7%
PDD vs HSY
+10.4%
-34.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.6% |
| 7D | -4.1% | -3.3% | -0.8% | -4.3% |
| 30D | -9.6% | -2.8% | -6.8% | -9.8% |
| 3M | -4.3% | -4.5% | +0.2% | -4.6% |
| 6M | -18.8% | -24.2% | +5.5% | -20.5% |
| YTD | -27.5% | -2.7% | -24.8% | -27.3% |
| 1Y | -33.6% | -3.7% | -29.9% | -33.4% |
| 3Y | -20.4% | -11.5% | -8.9% | -23.4% |
| All | -23.7% | +10.4% | -34.1% | -26.3% |
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