+86.2%
DOCN vs HSY
+2.9%
+83.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.8% | +5.1% | +2.0% |
| 7D | +27.4% | -2.3% | +29.7% | +25.2% |
| 30D | -29.7% | +6.3% | -36.0% | -25.6% |
| 3M | -32.5% | -5.2% | -27.3% | -33.0% |
| 6M | -42.2% | -8.3% | -33.9% | -42.2% |
| YTD | +87.2% | -2.7% | +89.8% | +99.8% |
| 1Y | +86.2% | +0.1% | +86.1% | +101.2% |
| All | +86.2% | +2.9% | +83.3% | +101.2% |
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