+14,219.4%
DE vs HSY
+4,431.8%
+9,787.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -1.0% |
| 7D | +0.3% | -2.1% | +2.4% | +0.9% |
| 30D | +3.6% | +6.1% | -2.5% | +1.4% |
| 3M | +10.2% | -5.6% | +15.9% | +11.9% |
| 6M | +16.6% | -9.5% | +26.1% | +19.4% |
| YTD | +45.8% | -2.1% | +47.9% | +44.8% |
| 1Y | +43.9% | +0.8% | +43.1% | +41.4% |
| 3Y | +89.6% | -2.1% | +91.7% | +83.6% |
| 5Y | +100.3% | +11.2% | +89.1% | +84.1% |
| 10Y | +760.8% | +128.3% | +632.5% | +513.1% |
| All | +14,219.4% | +4,431.8% | +9,787.6% | +3,495.4% |
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