+60.1%
DOCN vs HSY
+10.4%
+49.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.9% | +2.7% |
| 7D | +1.1% | -3.3% | +4.4% | +0.8% |
| 30D | -9.6% | -2.8% | -6.8% | -9.9% |
| 3M | -37.7% | -4.5% | -33.2% | -37.8% |
| 6M | +115.2% | -24.2% | +139.4% | +114.6% |
| YTD | +133.7% | -2.7% | +136.5% | +132.4% |
| 1Y | +250.2% | -3.7% | +253.9% | +247.9% |
| 3Y | +320.3% | -11.5% | +331.8% | +319.6% |
| All | +60.1% | +10.4% | +49.7% | +85.7% |
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