+358.3%
DELL vs HSY
-4.1%
+362.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.6% | +12.6% | +11.8% |
| 7D | +8.2% | +0.1% | +8.1% | +8.3% |
| 30D | +17.1% | -5.2% | +22.3% | +15.9% |
| 3M | +45.2% | -3.4% | +48.6% | +44.6% |
| 6M | +286.8% | -19.2% | +306.0% | +289.3% |
| YTD | +354.8% | -2.6% | +357.4% | +360.1% |
| 1Y | +358.3% | -3.8% | +362.0% | +375.8% |
| All | +358.3% | -4.1% | +362.4% | +375.8% |
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