+516.5%
PL vs HSY
-0.5%
+517.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.6% |
| 7D | +10.0% | -2.1% | +12.2% | +9.8% |
| 30D | -2.3% | +6.1% | -8.4% | -1.6% |
| 3M | -44.2% | -5.6% | -38.6% | -44.1% |
| 6M | -66.1% | -9.5% | -56.6% | -66.0% |
| YTD | -30.0% | -2.1% | -27.9% | -29.5% |
| 1Y | +21.0% | +0.8% | +20.3% | +21.9% |
| 3Y | +516.5% | -2.1% | +518.7% | +524.2% |
| All | +516.5% | -0.5% | +517.0% | +524.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling