+211.0%
PDD vs HSY
+128.6%
+82.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.1% |
| 7D | +5.6% | +7.5% | -1.9% | +5.8% |
| 30D | +5.8% | +11.1% | -5.3% | +6.0% |
| 3M | -8.6% | -1.9% | -6.7% | -8.7% |
| 6M | -18.8% | -3.0% | -15.9% | -18.9% |
| YTD | -26.8% | 0.0% | -26.8% | -26.6% |
| 1Y | -39.3% | +9.4% | -48.7% | -39.0% |
| 3Y | -22.5% | +3.8% | -26.3% | -22.3% |
| 5Y | -0.8% | +15.2% | -15.9% | -1.7% |
| All | +211.0% | +128.6% | +82.3% | +255.6% |
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 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