-10.3%
DIS vs HSY
-3.3%
-7.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -1.1% | -1.6% | +0.5% | -0.9% |
| 30D | +0.1% | -4.2% | +4.4% | +0.8% |
| 3M | +7.1% | -0.7% | +7.8% | +7.5% |
| 6M | +4.3% | -21.8% | +26.0% | +5.1% |
| YTD | -6.9% | -2.7% | -4.3% | -6.4% |
| 1Y | -10.3% | -4.8% | -5.5% | -10.0% |
| All | -10.3% | -3.3% | -7.0% | -10.0% |
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