+37.2%
DIS vs HSY
-0.5%
+37.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | +0.1% | +0.6% |
| 7D | +1.9% | -2.1% | +4.0% | +2.2% |
| 30D | +9.2% | +6.1% | +3.1% | +8.3% |
| 3M | +13.5% | -5.6% | +19.2% | +14.2% |
| 6M | +14.3% | -9.5% | +23.8% | +15.1% |
| YTD | +5.4% | -2.1% | +7.5% | +5.3% |
| 1Y | +12.2% | +0.8% | +11.4% | +11.7% |
| 3Y | +37.2% | -2.1% | +39.3% | +36.7% |
| All | +37.2% | -0.5% | +37.7% | +36.7% |
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