+1,149.3%
PSX vs HSY
+299.0%
+850.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +2.1% |
| 7D | +6.4% | -2.3% | +8.8% | +7.1% |
| 30D | -10.2% | +6.3% | -16.5% | -12.0% |
| 3M | +17.2% | -5.2% | +22.4% | +18.5% |
| 6M | +51.8% | -8.3% | +60.0% | +54.4% |
| YTD | +108.0% | -2.7% | +110.7% | +106.4% |
| 1Y | +96.1% | +0.1% | +96.0% | +92.7% |
| 3Y | +155.9% | -1.0% | +156.9% | +145.9% |
| 5Y | +306.9% | +10.6% | +296.3% | +264.5% |
| 10Y | +364.5% | +127.0% | +237.5% | +225.7% |
| All | +1,149.3% | +299.0% | +850.3% | +602.0% |
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