+363.8%
PSX vs HSY
+13.1%
+350.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +2.8% | -1.6% | +4.4% | +3.0% |
| 30D | +27.8% | -4.2% | +32.0% | +28.3% |
| 3M | +42.0% | -0.7% | +42.8% | +42.0% |
| 6M | +58.1% | -21.8% | +79.9% | +62.3% |
| YTD | +105.0% | -2.7% | +107.7% | +104.7% |
| 1Y | +104.9% | -4.8% | +109.7% | +105.0% |
| 3Y | +134.1% | -9.4% | +143.4% | +133.9% |
| 5Y | +363.8% | +11.3% | +352.6% | +327.9% |
| All | +363.8% | +13.1% | +350.7% | +327.9% |
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 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