+10,513.3%
DLTR vs HSY
+2,777.8%
+7,735.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.6% |
| 7D | -5.8% | -1.6% | -4.3% | -5.4% |
| 30D | -5.2% | -4.2% | -1.0% | -4.0% |
| 3M | +15.2% | -0.7% | +15.9% | +15.4% |
| 6M | +7.1% | -21.8% | +28.9% | +15.1% |
| YTD | +0.8% | -2.7% | +3.5% | +1.1% |
| 1Y | +24.8% | -4.8% | +29.6% | +25.7% |
| 3Y | +6.9% | -9.4% | +16.3% | +7.6% |
| 5Y | +33.2% | +11.3% | +22.0% | +25.6% |
| 10Y | +51.6% | +125.0% | -73.5% | +16.9% |
| All | +10,513.3% | +2,777.8% | +7,735.5% | +3,937.1% |
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