+116.4%
DOCN vs HSY
+10.7%
+105.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +4.2% | -11.3% | -4.4% |
| 7D | -20.0% | +6.6% | -26.6% | -16.1% |
| 30D | -38.8% | +8.4% | -47.2% | -34.8% |
| 3M | -34.8% | -1.8% | -33.0% | -34.2% |
| 6M | -22.8% | -2.6% | -20.2% | -22.0% |
| YTD | +74.6% | -2.0% | +76.6% | +80.5% |
| 1Y | +116.4% | +8.3% | +108.1% | +116.0% |
| All | +116.4% | +10.7% | +105.8% | +116.0% |
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