+19,380.1%
DINO vs HSY
+4,402.6%
+14,977.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.5% |
| 7D | +5.7% | -3.3% | +9.0% | +6.5% |
| 30D | +27.8% | -2.8% | +30.6% | +28.5% |
| 3M | +45.6% | -4.5% | +50.1% | +46.6% |
| 6M | +88.5% | -24.2% | +112.7% | +98.9% |
| YTD | +134.1% | -2.7% | +136.8% | +133.1% |
| 1Y | +111.1% | -3.7% | +114.8% | +110.2% |
| 3Y | +109.1% | -11.5% | +120.6% | +109.4% |
| 5Y | +307.2% | +10.3% | +296.8% | +282.9% |
| 10Y | +495.9% | +122.1% | +373.8% | +369.6% |
| All | +19,380.1% | +4,402.6% | +14,977.5% | +10,474.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling