+8,143.9%
PWR vs HSY
+959.0%
+7,184.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.2% |
| 7D | +19.1% | -2.3% | +21.4% | +19.7% |
| 30D | -12.0% | +6.3% | -18.3% | -14.0% |
| 3M | -10.6% | -5.2% | -5.4% | -10.0% |
| 6M | -20.8% | -8.3% | -12.5% | -20.2% |
| YTD | +43.7% | -2.7% | +46.4% | +41.7% |
| 1Y | +35.0% | +0.1% | +34.8% | +31.8% |
| 3Y | +249.4% | -1.0% | +250.5% | +231.1% |
| 5Y | +422.1% | +10.6% | +411.5% | +372.4% |
| 10Y | +1,868.4% | +127.0% | +1,741.5% | +1,287.4% |
| All | +8,143.9% | +959.0% | +7,184.9% | +4,151.7% |
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