+1,621.7%
PLD vs HSY
+1,029.7%
+592.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.4% |
| 7D | -0.8% | +7.5% | -8.3% | -3.9% |
| 30D | -0.3% | +11.1% | -11.3% | -4.9% |
| 3M | -8.0% | -1.9% | -6.1% | -7.7% |
| 6M | -9.8% | -3.0% | -6.8% | -9.6% |
| YTD | +1.8% | 0.0% | +1.7% | 0.0% |
| 1Y | +5.6% | +9.4% | -3.8% | -0.4% |
| 3Y | +33.3% | +3.8% | +29.5% | +25.4% |
| 5Y | +0.3% | +15.2% | -14.9% | -10.6% |
| 10Y | +241.6% | +126.9% | +114.8% | +126.4% |
| All | +1,621.7% | +1,029.7% | +592.1% | +594.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling