+474.3%
DINO vs HSY
+130.0%
+344.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.6% |
| 7D | +1.5% | -0.4% | +1.9% | +1.5% |
| 30D | +25.9% | -3.4% | +29.4% | +26.6% |
| 3M | +53.2% | -0.5% | +53.7% | +52.9% |
| 6M | +105.5% | -19.1% | +124.6% | +112.7% |
| YTD | +139.2% | -2.1% | +141.3% | +137.3% |
| 1Y | +117.4% | -3.2% | +120.6% | +115.7% |
| 3Y | +99.3% | -8.8% | +108.1% | +98.4% |
| 5Y | +333.0% | +13.0% | +320.0% | +296.9% |
| All | +474.3% | +130.0% | +344.4% | +386.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling