+710.0%
PH vs HSY
+131.3%
+578.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.3% |
| 7D | +6.9% | +1.1% | +5.8% | +6.4% |
| 30D | +1.7% | +7.7% | -6.0% | -1.4% |
| 3M | -8.1% | -2.3% | -5.9% | -7.9% |
| 6M | +11.5% | -5.3% | +16.8% | +12.4% |
| YTD | +11.4% | -0.9% | +12.3% | +9.4% |
| 1Y | +14.1% | +5.2% | +8.9% | +9.3% |
| 3Y | +138.2% | +0.7% | +137.5% | +123.1% |
| 5Y | +216.0% | +12.2% | +203.8% | +168.5% |
| 10Y | +710.0% | +131.1% | +578.9% | +421.0% |
| All | +710.0% | +131.3% | +578.7% | +421.0% |
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