+351.3%
DAL vs HSY
+410.2%
-58.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.3% |
| 7D | +0.1% | -3.3% | +3.4% | +1.7% |
| 30D | -13.9% | -2.8% | -11.1% | -12.9% |
| 3M | +1.1% | -4.5% | +5.6% | +2.7% |
| 6M | +26.2% | -24.2% | +50.5% | +42.6% |
| YTD | +16.4% | -2.7% | +19.2% | +15.8% |
| 1Y | +33.9% | -3.7% | +37.6% | +33.1% |
| 3Y | +93.4% | -11.5% | +104.8% | +92.6% |
| 5Y | +106.4% | +10.3% | +96.0% | +74.4% |
| 10Y | +143.0% | +122.1% | +20.8% | +29.1% |
| All | +351.3% | +410.2% | -58.9% | -10.1% |
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