-31.1%
DOCN vs HSY
+14.4%
-45.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +1.7% | -17.5% | -15.6% |
| 7D | -29.3% | +10.7% | -40.0% | -27.9% |
| 30D | -46.0% | +10.3% | -56.4% | -45.0% |
| 3M | -43.2% | -0.4% | -42.8% | -42.8% |
| 6M | -53.7% | -2.5% | -51.2% | -53.4% |
| YTD | +46.9% | -0.3% | +47.3% | +47.6% |
| 1Y | +54.3% | +7.6% | +46.7% | +54.6% |
| 3Y | +185.5% | +3.2% | +182.3% | +186.2% |
| 5Y | -31.1% | +14.7% | -45.8% | -0.1% |
| All | -31.1% | +14.4% | -45.5% | -0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling