+272.7%
PNC vs HSY
+128.6%
+144.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -4.4% | -5.2% | +0.8% | -2.8% |
| 3M | +5.2% | -3.4% | +8.6% | +6.0% |
| 6M | +20.6% | -19.2% | +39.8% | +28.5% |
| YTD | +19.8% | -2.6% | +22.4% | +18.9% |
| 1Y | +24.4% | -3.8% | +28.2% | +23.5% |
| 3Y | +131.2% | -10.6% | +141.9% | +131.5% |
| 5Y | +53.1% | +12.3% | +40.8% | +33.0% |
| All | +272.7% | +128.6% | +144.1% | +181.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling