-0.4%
PL vs HSY
+10.7%
-11.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.2% | -10.5% | -5.4% |
| 7D | -11.7% | +6.6% | -18.3% | -10.3% |
| 30D | -27.1% | +8.4% | -35.5% | -25.9% |
| 3M | -44.6% | -1.8% | -42.8% | -44.1% |
| 6M | -67.2% | -2.6% | -64.5% | -66.6% |
| YTD | -35.9% | -2.0% | -33.9% | -34.0% |
| 1Y | -0.4% | +8.3% | -8.7% | -0.5% |
| All | -0.4% | +10.7% | -11.1% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling