+13.1%
PSA vs HSY
+10.6%
+2.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | -2.2% | -3.0% | +0.7% | -1.3% |
| 30D | -9.6% | -5.0% | -4.5% | -8.1% |
| 3M | -7.9% | -1.3% | -6.6% | -7.6% |
| 6M | -2.0% | -21.5% | +19.5% | +5.5% |
| YTD | +15.7% | -3.3% | +19.0% | +15.5% |
| 1Y | +5.8% | -5.5% | +11.3% | +6.1% |
| 3Y | +21.6% | -9.9% | +31.5% | +23.3% |
| 5Y | +13.1% | +11.3% | +1.8% | +0.6% |
| All | +13.1% | +10.6% | +2.5% | +0.6% |
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