+14,023.4%
PSA vs HSY
+4,402.6%
+9,620.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.9% |
| 7D | -3.7% | -3.3% | -0.4% | -2.7% |
| 30D | -7.7% | -2.8% | -4.9% | -7.0% |
| 3M | -0.6% | -4.5% | +3.9% | +0.6% |
| 6M | -0.9% | -24.2% | +23.3% | +7.5% |
| YTD | +18.7% | -2.7% | +21.4% | +18.7% |
| 1Y | +7.6% | -3.7% | +11.4% | +7.7% |
| 3Y | +23.7% | -11.5% | +35.1% | +25.2% |
| 5Y | +13.7% | +10.3% | +3.3% | +7.2% |
| 10Y | +98.9% | +122.1% | -23.3% | +51.4% |
| All | +14,023.4% | +4,402.6% | +9,620.8% | +6,320.1% |
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 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