+4,404.4%
DELL vs HSY
+128.6%
+4,275.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.6% | +12.6% | +12.1% |
| 7D | +8.2% | +0.1% | +8.1% | +8.2% |
| 30D | +17.1% | -5.2% | +22.3% | +18.0% |
| 3M | +45.2% | -3.4% | +48.6% | +45.3% |
| 6M | +286.8% | -19.2% | +306.0% | +301.1% |
| YTD | +354.8% | -2.6% | +357.4% | +351.7% |
| 1Y | +358.3% | -3.8% | +362.0% | +355.7% |
| 3Y | +724.9% | -10.6% | +735.5% | +720.9% |
| 5Y | +1,193.7% | +12.3% | +1,181.4% | +1,044.4% |
| All | +4,404.4% | +128.6% | +4,275.8% | +3,153.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling