-21.9%
PINS vs HSY
+77.1%
-99.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.3% |
| 7D | -6.2% | +1.3% | -7.5% | -6.6% |
| 30D | -10.9% | +6.6% | -17.5% | -12.6% |
| 3M | -19.5% | -4.1% | -15.4% | -18.6% |
| 6M | -10.4% | -5.2% | -5.1% | -9.4% |
| YTD | -26.4% | -2.5% | -23.8% | -27.0% |
| 1Y | -29.6% | +4.7% | -34.4% | -31.9% |
| 3Y | -39.0% | +0.6% | -39.6% | -42.7% |
| 5Y | -59.1% | +11.7% | -70.8% | -66.5% |
| All | -21.9% | +77.1% | -99.0% | -55.7% |
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