+31.1%
DLTR vs HSY
-3.5%
+34.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.6% |
| 7D | +2.5% | -3.3% | +5.8% | +3.5% |
| 30D | +2.1% | -2.8% | +4.9% | +3.1% |
| 3M | +20.3% | -4.5% | +24.8% | +21.9% |
| 6M | +11.5% | -24.2% | +35.7% | +18.9% |
| YTD | +6.8% | -2.7% | +9.6% | +7.9% |
| 1Y | +31.1% | -3.7% | +34.8% | +30.5% |
| All | +31.1% | -3.5% | +34.6% | +30.5% |
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