+11.7%
DASH vs HSY
+32.5%
-20.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -4.8% |
| 7D | -10.6% | -3.3% | -7.3% | -11.0% |
| 30D | +2.2% | -2.8% | +5.0% | +1.7% |
| 3M | +32.3% | -4.5% | +36.8% | +31.3% |
| 6M | +19.1% | -24.2% | +43.3% | +13.6% |
| YTD | -6.5% | -2.7% | -3.8% | -6.5% |
| 1Y | -14.9% | -3.7% | -11.2% | -15.1% |
| 3Y | +151.9% | -11.5% | +163.4% | +148.5% |
| 5Y | +9.4% | +10.3% | -0.9% | +29.1% |
| All | +11.7% | +32.5% | -20.8% | +58.2% |
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