+449.1%
PL vs HSY
-11.4%
+460.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.3% |
| 7D | -9.3% | -3.3% | -6.0% | -9.4% |
| 30D | -18.9% | -2.8% | -16.1% | -19.0% |
| 3M | -58.4% | -4.5% | -53.9% | -58.4% |
| 6M | -30.3% | -24.2% | -6.1% | -30.0% |
| YTD | -8.1% | -2.7% | -5.4% | -8.0% |
| 1Y | +180.5% | -3.7% | +184.2% | +181.0% |
| All | +449.1% | -11.4% | +460.5% | +423.6% |
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