-29.8%
DHR vs HSY
+12.8%
-42.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.4% | -2.4% |
| 7D | -5.0% | -0.4% | -4.6% | -4.9% |
| 30D | -3.3% | -3.4% | +0.1% | -2.6% |
| 3M | +9.4% | -0.5% | +9.9% | +9.4% |
| 6M | +3.2% | -19.1% | +22.3% | +8.1% |
| YTD | -12.0% | -2.1% | -10.0% | -12.6% |
| 1Y | +4.9% | -3.2% | +8.1% | +4.4% |
| 3Y | -7.4% | -8.8% | +1.4% | -7.3% |
| 5Y | -29.8% | +13.0% | -42.7% | -35.0% |
| All | -29.8% | +12.8% | -42.6% | -35.0% |
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