+695.9%
PH vs HSY
+128.6%
+567.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.2% |
| 7D | +4.3% | -2.1% | +6.5% | +5.1% |
| 30D | +0.1% | +6.1% | -6.0% | -2.4% |
| 3M | -9.4% | -5.6% | -3.7% | -8.0% |
| 6M | +8.8% | -9.5% | +18.3% | +11.5% |
| YTD | +9.6% | -2.1% | +11.7% | +8.2% |
| 1Y | +14.4% | +0.8% | +13.7% | +11.5% |
| 3Y | +134.5% | -2.1% | +136.7% | +122.6% |
| 5Y | +204.4% | +11.2% | +193.2% | +159.1% |
| All | +695.9% | +128.6% | +567.3% | +412.1% |
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