+206.9%
PWR vs HSY
-9.9%
+216.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -2.0% |
| 7D | +2.7% | -3.0% | +5.6% | +2.2% |
| 30D | -5.1% | -5.0% | -0.1% | -5.8% |
| 3M | -9.4% | -1.3% | -8.1% | -9.4% |
| 6M | +10.4% | -21.5% | +31.9% | +8.6% |
| YTD | +48.6% | -3.3% | +51.9% | +49.7% |
| 1Y | +68.0% | -5.5% | +73.5% | +68.9% |
| All | +206.9% | -9.9% | +216.8% | +221.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling