+1,458.7%
DIS vs HSY
+4,402.6%
-2,943.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | -2.6% | -3.3% | +0.7% | -1.5% |
| 30D | +3.5% | -2.8% | +6.3% | +4.5% |
| 3M | +6.8% | -4.5% | +11.3% | +8.3% |
| 6M | +3.0% | -24.2% | +27.2% | +11.9% |
| YTD | -6.7% | -2.7% | -4.0% | -6.8% |
| 1Y | -10.1% | -3.7% | -6.3% | -10.1% |
| 3Y | +33.0% | -11.5% | +44.5% | +33.7% |
| 5Y | -40.0% | +10.3% | -50.3% | -44.7% |
| 10Y | +21.1% | +122.1% | -101.1% | -13.4% |
| All | +1,458.7% | +4,402.6% | -2,943.9% | +300.8% |
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