+8,087.4%
PWR vs HSY
+965.0%
+7,122.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | +11.3% | -2.1% | +13.4% | +11.9% |
| 30D | -8.9% | +6.1% | -15.0% | -10.9% |
| 3M | -10.5% | -5.6% | -4.9% | -9.8% |
| 6M | -22.2% | -9.5% | -12.6% | -21.2% |
| YTD | +42.7% | -2.1% | +44.9% | +40.5% |
| 1Y | +41.1% | +0.8% | +40.3% | +37.6% |
| 3Y | +242.7% | -2.1% | +244.9% | +226.2% |
| 5Y | +418.5% | +11.2% | +407.3% | +368.5% |
| 10Y | +1,855.0% | +128.3% | +1,726.7% | +1,275.8% |
| All | +8,087.4% | +965.0% | +7,122.5% | +4,116.3% |
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