+25.6%
PSA vs HSY
+10.4%
+15.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.1% |
| 7D | -2.1% | -2.3% | +0.2% | -1.4% |
| 30D | +15.6% | +6.3% | +9.3% | +13.2% |
| 3M | +4.1% | -5.2% | +9.3% | +5.6% |
| 6M | +9.2% | -8.3% | +17.5% | +11.7% |
| YTD | +32.3% | -2.7% | +35.0% | +31.5% |
| 1Y | +26.2% | +0.1% | +26.0% | +24.1% |
| 3Y | +53.7% | -1.0% | +54.7% | +48.5% |
| All | +25.6% | +10.4% | +15.2% | +7.3% |
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