+403.1%
PL vs HSY
+3.1%
+400.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | +1.7% | -11.8% | -9.9% |
| 7D | -20.5% | +10.7% | -31.2% | -19.8% |
| 30D | -38.8% | +10.3% | -49.1% | -38.2% |
| 3M | -49.1% | -0.4% | -48.7% | -48.9% |
| 6M | -69.4% | -2.5% | -66.8% | -69.2% |
| YTD | -42.3% | -0.3% | -42.0% | -41.8% |
| 1Y | -14.2% | +7.6% | -21.8% | -13.4% |
| All | +403.1% | +3.1% | +400.0% | +384.3% |
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