+8,390.6%
PWR vs HSY
+958.1%
+7,432.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.0% |
| 7D | +3.6% | -3.3% | +6.9% | +4.5% |
| 30D | -8.6% | -2.8% | -5.8% | -8.0% |
| 3M | -13.2% | -4.5% | -8.7% | -12.8% |
| 6M | +9.9% | -24.2% | +34.1% | +17.7% |
| YTD | +48.0% | -2.7% | +50.8% | +47.0% |
| 1Y | +66.2% | -3.7% | +69.9% | +64.9% |
| 3Y | +195.1% | -11.5% | +206.6% | +192.4% |
| 5Y | +442.6% | +10.3% | +432.2% | +394.3% |
| 10Y | +2,334.2% | +122.1% | +2,212.1% | +1,637.4% |
| All | +8,390.6% | +958.1% | +7,432.5% | +4,310.8% |
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 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