+143.3%
DELL vs HSY
+10.7%
+132.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.2% | -13.0% | -6.8% |
| 7D | -24.6% | +6.6% | -31.1% | -21.8% |
| 30D | -32.5% | +8.4% | -40.9% | -29.5% |
| 3M | -20.2% | -1.8% | -18.4% | -18.9% |
| 6M | +76.5% | -2.6% | +79.1% | +76.5% |
| YTD | +198.9% | -2.0% | +200.9% | +207.7% |
| 1Y | +143.3% | +8.3% | +135.0% | +142.3% |
| All | +143.3% | +10.7% | +132.7% | +142.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling