+302.5%
PSX vs HSY
+11.0%
+291.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.7% |
| 7D | +7.8% | -2.1% | +9.9% | +8.0% |
| 30D | -10.9% | +6.1% | -17.0% | -11.5% |
| 3M | +14.5% | -5.6% | +20.1% | +15.0% |
| 6M | +56.1% | -9.5% | +65.7% | +57.4% |
| YTD | +109.6% | -2.1% | +111.7% | +109.0% |
| 1Y | +95.5% | +0.8% | +94.7% | +94.2% |
| 3Y | +156.2% | -2.1% | +158.3% | +153.0% |
| All | +302.5% | +11.0% | +291.5% | +260.2% |
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