+76.5%
DE vs HSY
-8.8%
+85.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | 0.0% |
| 7D | -2.4% | -0.4% | -2.0% | -2.3% |
| 30D | +9.7% | -3.4% | +13.2% | +10.1% |
| 3M | +21.4% | -0.5% | +21.9% | +21.2% |
| 6M | +15.0% | -19.1% | +34.2% | +18.1% |
| YTD | +46.4% | -2.1% | +48.5% | +46.3% |
| 1Y | +45.6% | -3.2% | +48.9% | +45.5% |
| All | +76.5% | -8.8% | +85.2% | +85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling