-0.7%
PLD vs HSY
+11.0%
-11.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +1.3% | -2.1% | +3.5% | +2.0% |
| 30D | -1.4% | +6.1% | -7.5% | -3.4% |
| 3M | -8.2% | -5.6% | -2.5% | -6.8% |
| 6M | -8.0% | -9.5% | +1.5% | -5.6% |
| YTD | +3.2% | -2.1% | +5.3% | +2.3% |
| 1Y | +7.0% | +0.8% | +6.2% | +5.0% |
| 3Y | +38.3% | -2.1% | +40.4% | +34.6% |
| All | -0.7% | +11.0% | -11.7% | -14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling