+565.8%
PLTR vs HSY
+13.1%
+552.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -5.3% | -1.6% | -3.8% | -5.6% |
| 30D | -1.0% | -4.2% | +3.2% | -1.7% |
| 3M | +24.8% | -0.7% | +25.5% | +24.7% |
| 6M | +8.4% | -21.8% | +30.1% | +4.1% |
| YTD | -4.2% | -2.7% | -1.5% | -4.2% |
| 1Y | +9.1% | -4.8% | +13.9% | +9.2% |
| 3Y | +1,025.6% | -9.4% | +1,034.9% | +1,043.7% |
| 5Y | +565.8% | +11.3% | +554.5% | +650.4% |
| All | +565.8% | +13.1% | +552.6% | +650.4% |
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