-41.1%
DIS vs HSY
+10.4%
-51.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.6% |
| 7D | -2.6% | -3.3% | +0.7% | -2.1% |
| 30D | +3.5% | -2.8% | +6.3% | +3.9% |
| 3M | +6.8% | -4.5% | +11.3% | +7.5% |
| 6M | +3.0% | -24.2% | +27.2% | +6.3% |
| YTD | -6.7% | -2.7% | -4.0% | -6.7% |
| 1Y | -10.1% | -3.7% | -6.3% | -10.1% |
| 3Y | +33.0% | -11.5% | +44.5% | +34.7% |
| All | -41.1% | +10.4% | -51.5% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling