+54,893.9%
DHR vs HSY
+4,402.6%
+50,491.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.3% |
| 7D | -3.9% | -3.3% | -0.6% | -3.0% |
| 30D | +4.0% | -2.8% | +6.8% | +4.8% |
| 3M | +11.5% | -4.5% | +16.0% | +12.7% |
| 6M | +1.9% | -24.2% | +26.1% | +9.4% |
| YTD | -8.9% | -2.7% | -6.2% | -9.0% |
| 1Y | +5.1% | -3.7% | +8.8% | +5.1% |
| 3Y | -10.3% | -11.5% | +1.2% | -9.4% |
| 5Y | -27.8% | +10.3% | -38.1% | -31.9% |
| 10Y | +203.6% | +122.1% | +81.5% | +134.4% |
| All | +54,893.9% | +4,402.6% | +50,491.2% | +19,202.2% |
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 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