+4,002.1%
PNC vs HSY
+4,407.1%
-404.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.6% |
| 3M | +5.2% | -3.4% | +8.6% | +6.1% |
| 6M | +20.6% | -19.2% | +39.8% | +29.5% |
| YTD | +19.8% | -2.6% | +22.4% | +19.1% |
| 1Y | +24.4% | -3.8% | +28.2% | +23.7% |
| 3Y | +131.2% | -10.6% | +141.9% | +130.1% |
| 5Y | +53.1% | +12.3% | +40.8% | +36.9% |
| 10Y | +276.8% | +129.6% | +147.2% | +150.2% |
| All | +4,002.1% | +4,407.1% | -404.9% | +681.9% |
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