+15,613.1%
PSA vs HSY
+4,431.8%
+11,181.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | -1.4% | -2.1% | +0.7% | -0.8% |
| 30D | +15.2% | +6.1% | +9.1% | +13.0% |
| 3M | +2.2% | -5.6% | +7.8% | +3.9% |
| 6M | +11.7% | -9.5% | +21.2% | +14.7% |
| YTD | +32.0% | -2.1% | +34.1% | +31.6% |
| 1Y | +26.3% | +0.8% | +25.5% | +24.6% |
| 3Y | +52.4% | -2.1% | +54.5% | +49.3% |
| 5Y | +26.3% | +11.2% | +15.0% | +18.6% |
| 10Y | +132.3% | +128.3% | +4.1% | +75.3% |
| All | +15,613.1% | +4,431.8% | +11,181.3% | +7,017.4% |
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