-0.7%
PLD vs HSY
+14.9%
-15.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | -0.8% | +7.5% | -8.3% | -3.0% |
| 30D | -0.3% | +11.1% | -11.3% | -3.6% |
| 3M | -8.0% | -1.9% | -6.1% | -7.7% |
| 6M | -9.8% | -3.0% | -6.8% | -9.5% |
| YTD | +1.8% | 0.0% | +1.7% | +0.4% |
| 1Y | +5.6% | +9.4% | -3.8% | +0.8% |
| 3Y | +33.3% | +3.8% | +29.5% | +26.6% |
| All | -0.7% | +14.9% | -15.5% | -13.6% |
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 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