+319.1%
DELL vs HSY
-3.5%
+322.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.3% |
| 7D | +14.9% | -3.3% | +18.2% | +14.1% |
| 30D | +13.3% | -2.8% | +16.1% | +12.6% |
| 3M | +24.4% | -4.5% | +28.9% | +23.7% |
| 6M | +258.0% | -24.2% | +282.2% | +261.0% |
| YTD | +320.2% | -2.7% | +322.9% | +325.7% |
| 1Y | +319.1% | -3.7% | +322.8% | +335.7% |
| All | +319.1% | -3.5% | +322.6% | +335.7% |
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