+26.1%
DECK vs HSY
+10.4%
+15.7%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.6% | +1.7% |
| 7D | -2.2% | -3.3% | +1.1% | -1.7% |
| 30D | -13.6% | -2.8% | -10.8% | -13.2% |
| 3M | -21.2% | -4.5% | -16.8% | -20.7% |
| 6M | -21.1% | -24.2% | +3.1% | -18.2% |
| YTD | -17.2% | -2.7% | -14.5% | -16.8% |
| 1Y | -30.7% | -3.7% | -27.0% | -30.4% |
| 3Y | -3.4% | -11.5% | +8.1% | -3.0% |
| All | +26.1% | +10.4% | +15.7% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling