+1,055.3%
DELL vs HSY
+12.8%
+1,042.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.2% | -6.6% | -5.2% |
| 7D | -1.9% | -0.4% | -1.5% | -1.9% |
| 30D | +14.9% | -3.4% | +18.3% | +14.5% |
| 3M | +37.2% | -0.5% | +37.7% | +37.2% |
| 6M | +254.0% | -19.1% | +273.1% | +251.8% |
| YTD | +306.1% | -2.1% | +308.2% | +307.7% |
| 1Y | +312.3% | -3.2% | +315.5% | +314.0% |
| 3Y | +654.0% | -8.8% | +662.8% | +664.4% |
| 5Y | +1,055.3% | +13.0% | +1,042.4% | +1,023.2% |
| All | +1,055.3% | +12.8% | +1,042.5% | +1,023.2% |
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