+14,337.8%
DE vs HSY
+4,405.8%
+9,932.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.9% |
| 7D | +0.7% | -1.6% | +2.2% | +1.2% |
| 30D | +9.6% | -4.2% | +13.9% | +11.1% |
| 3M | +19.0% | -0.7% | +19.7% | +18.7% |
| 6M | +16.1% | -21.8% | +37.8% | +24.8% |
| YTD | +47.0% | -2.7% | +49.7% | +46.7% |
| 1Y | +43.1% | -4.8% | +48.0% | +43.3% |
| 3Y | +77.5% | -9.4% | +86.9% | +76.9% |
| 5Y | +96.4% | +11.3% | +85.1% | +80.7% |
| 10Y | +852.9% | +125.0% | +727.9% | +582.8% |
| All | +14,337.8% | +4,405.8% | +9,932.0% | +3,541.8% |
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