+1,112.1%
PSX vs HSY
+298.6%
+813.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | +4.5% | -3.3% | +7.8% | +5.6% |
| 30D | +26.6% | -2.8% | +29.4% | +27.6% |
| 3M | +39.3% | -4.5% | +43.8% | +40.6% |
| 6M | +56.8% | -24.2% | +81.0% | +69.5% |
| YTD | +101.8% | -2.7% | +104.6% | +101.0% |
| 1Y | +99.6% | -3.7% | +103.3% | +98.5% |
| 3Y | +140.3% | -11.5% | +151.8% | +141.6% |
| 5Y | +339.3% | +10.3% | +329.0% | +295.0% |
| 10Y | +369.9% | +122.1% | +247.7% | +232.4% |
| All | +1,112.1% | +298.6% | +813.5% | +583.6% |
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