+154.3%
PSX vs HSY
-1.0%
+155.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +1.7% |
| 7D | +6.4% | -2.3% | +8.8% | +6.6% |
| 30D | -10.2% | +6.3% | -16.5% | -10.7% |
| 3M | +17.2% | -5.2% | +22.4% | +17.6% |
| 6M | +51.8% | -8.3% | +60.0% | +52.5% |
| YTD | +108.0% | -2.7% | +110.7% | +107.6% |
| 1Y | +96.1% | +0.1% | +96.0% | +95.1% |
| All | +154.3% | -1.0% | +155.3% | +151.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling