+12,596.5%
DHI vs HSY
+3,675.2%
+8,921.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.6% |
| 7D | -2.3% | -3.0% | +0.6% | -1.2% |
| 30D | -5.3% | -5.0% | -0.2% | -3.4% |
| 3M | -7.8% | -1.3% | -6.5% | -7.5% |
| 6M | -5.4% | -21.5% | +16.1% | +3.1% |
| YTD | -2.7% | -3.3% | +0.6% | -2.4% |
| 1Y | -21.0% | -5.5% | -15.5% | -20.2% |
| 3Y | +22.2% | -9.9% | +32.1% | +22.9% |
| 5Y | +62.2% | +11.3% | +50.8% | +48.3% |
| 10Y | +414.3% | +128.1% | +286.2% | +258.1% |
| All | +12,596.5% | +3,675.2% | +8,921.4% | +4,411.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling