+113.8%
DINO vs HSY
-0.5%
+114.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.5% | 0.0% |
| 7D | +5.7% | -2.1% | +7.8% | +5.7% |
| 30D | -19.6% | +6.1% | -25.7% | -19.7% |
| 3M | +11.8% | -5.6% | +17.4% | +12.0% |
| 6M | +49.0% | -9.5% | +58.5% | +49.5% |
| YTD | +128.1% | -2.1% | +130.2% | +125.7% |
| 1Y | +96.3% | +0.8% | +95.5% | +93.5% |
| 3Y | +113.8% | -2.1% | +115.9% | +109.7% |
| All | +113.8% | -0.5% | +114.3% | +109.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling