-69.4%
PL vs HSY
-0.8%
-68.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | +1.7% | -11.8% | -9.3% |
| 7D | -20.5% | +10.7% | -31.2% | -17.0% |
| 30D | -38.8% | +10.3% | -49.1% | -36.4% |
| 3M | -49.1% | -0.4% | -48.7% | -48.1% |
| 6M | -69.4% | -2.5% | -66.8% | -68.7% |
| All | -69.4% | -0.8% | -68.6% | -68.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling