+99.2%
PSA vs HSY
+130.0%
-30.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.5% |
| 7D | -3.6% | -0.4% | -3.2% | -3.5% |
| 30D | -9.4% | -3.4% | -5.9% | -8.1% |
| 3M | -8.2% | -0.5% | -7.7% | -8.2% |
| 6M | -1.8% | -19.1% | +17.3% | +6.4% |
| YTD | +15.7% | -2.1% | +17.8% | +15.0% |
| 1Y | +6.3% | -3.2% | +9.5% | +5.8% |
| 3Y | +21.6% | -8.8% | +30.4% | +21.8% |
| 5Y | +13.5% | +13.0% | +0.5% | +1.4% |
| All | +99.2% | +130.0% | -30.7% | +31.7% |
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