+111.4%
DAL vs HSY
+11.0%
+100.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -1.1% | -2.1% | +1.1% | -0.9% |
| 30D | +12.8% | +6.1% | +6.7% | +12.3% |
| 3M | -5.3% | -5.6% | +0.4% | -4.9% |
| 6M | +22.4% | -9.5% | +31.9% | +23.0% |
| YTD | +25.6% | -2.1% | +27.7% | +25.7% |
| 1Y | +45.5% | +0.8% | +44.7% | +45.3% |
| 3Y | +161.0% | -2.1% | +163.1% | +160.2% |
| All | +111.4% | +11.0% | +100.4% | +81.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling