+99.3%
DINO vs HSY
-9.9%
+109.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.1% |
| 7D | +2.0% | -3.0% | +4.9% | +2.1% |
| 30D | +27.7% | -5.0% | +32.7% | +27.9% |
| 3M | +56.3% | -1.3% | +57.6% | +56.1% |
| 6M | +107.6% | -21.5% | +129.1% | +111.0% |
| YTD | +140.2% | -3.3% | +143.4% | +137.8% |
| 1Y | +113.0% | -5.5% | +118.5% | +111.5% |
| All | +99.3% | -9.9% | +109.3% | +86.5% |
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 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