+79.3%
PR vs HSY
-11.4%
+90.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.6% |
| 7D | +2.9% | -3.3% | +6.2% | +2.9% |
| 30D | +18.0% | -2.8% | +20.9% | +18.0% |
| 3M | +16.9% | -4.5% | +21.3% | +16.9% |
| 6M | +28.2% | -24.2% | +52.4% | +29.2% |
| YTD | +69.3% | -2.7% | +72.1% | +69.2% |
| 1Y | +69.5% | -3.7% | +73.2% | +69.6% |
| All | +79.3% | -11.4% | +90.7% | +56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling