+1,628.0%
DIS vs HSY
+4,530.8%
-2,902.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +5.2% | +7.5% | -2.3% | +2.8% |
| 30D | +11.5% | +11.1% | +0.4% | +7.7% |
| 3M | +11.5% | -1.9% | +13.5% | +12.1% |
| 6M | +8.9% | -3.0% | +11.8% | +9.5% |
| YTD | +3.4% | 0.0% | +3.4% | +2.3% |
| 1Y | +7.2% | +9.4% | -2.2% | +2.9% |
| 3Y | +43.3% | +3.8% | +39.6% | +36.5% |
| 5Y | -31.4% | +15.2% | -46.6% | -37.8% |
| 10Y | +37.1% | +126.9% | -89.8% | -2.6% |
| All | +1,628.0% | +4,530.8% | -2,902.8% | +339.8% |
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