+64.1%
DIA vs HSY
+13.1%
+51.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | +0.1% | -1.6% | +1.6% | +0.3% |
| 30D | -2.1% | -4.2% | +2.2% | -1.5% |
| 3M | +4.2% | -0.7% | +4.9% | +4.1% |
| 6M | +11.9% | -21.8% | +33.7% | +16.0% |
| YTD | +10.8% | -2.7% | +13.5% | +10.5% |
| 1Y | +17.5% | -4.8% | +22.3% | +17.5% |
| 3Y | +59.9% | -9.4% | +69.3% | +61.4% |
| 5Y | +64.1% | +11.3% | +52.9% | +53.7% |
| All | +64.1% | +13.1% | +51.0% | +53.7% |
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