+66.2%
PWR vs HSY
-3.5%
+69.7%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.5% |
| 7D | +3.6% | -3.3% | +6.9% | +2.9% |
| 30D | -8.6% | -2.8% | -5.8% | -9.1% |
| 3M | -13.2% | -4.5% | -8.7% | -13.3% |
| 6M | +9.9% | -24.2% | +34.1% | +11.8% |
| YTD | +48.0% | -2.7% | +50.8% | +51.3% |
| 1Y | +66.2% | -3.7% | +69.9% | +71.2% |
| All | +66.2% | -3.5% | +69.7% | +71.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling