+3.3%
DHR vs HSY
-4.1%
+7.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -3.6% | +0.1% | -3.7% | -3.6% |
| 30D | -2.7% | -5.2% | +2.4% | -2.0% |
| 3M | +10.9% | -3.4% | +14.3% | +11.3% |
| 6M | +3.0% | -19.2% | +22.2% | +5.3% |
| YTD | -12.2% | -2.6% | -9.6% | -13.1% |
| 1Y | +3.3% | -3.8% | +7.1% | +2.5% |
| All | +3.3% | -4.1% | +7.4% | +2.5% |
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