+15.1%
DLR vs HSY
+2.9%
+12.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.2% |
| 7D | +5.0% | -2.3% | +7.4% | +4.9% |
| 30D | +3.0% | +6.3% | -3.3% | +3.1% |
| 3M | -6.3% | -5.2% | -1.1% | -6.0% |
| 6M | -4.8% | -8.3% | +3.5% | -4.5% |
| YTD | +21.0% | -2.7% | +23.7% | +21.6% |
| 1Y | +15.1% | +0.1% | +15.0% | +14.2% |
| All | +15.1% | +2.9% | +12.3% | +14.2% |
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