+111.1%
DINO vs HSY
-3.5%
+114.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.8% |
| 7D | +5.7% | -3.3% | +9.0% | +5.3% |
| 30D | +27.8% | -2.8% | +30.6% | +27.4% |
| 3M | +45.6% | -4.5% | +50.1% | +44.7% |
| 6M | +88.5% | -24.2% | +112.7% | +85.2% |
| YTD | +134.1% | -2.7% | +136.8% | +129.1% |
| 1Y | +111.1% | -3.7% | +114.8% | +108.1% |
| All | +111.1% | -3.5% | +114.6% | +108.1% |
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 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