-47.3%
DOCS vs HSY
+10.7%
-58.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.2% | +2.2% | +6.7% |
| 7D | +1.2% | +6.6% | -5.3% | +1.8% |
| 30D | +21.3% | +8.4% | +12.9% | +22.4% |
| 3M | +58.4% | -1.8% | +60.2% | +57.8% |
| 6M | +39.3% | -2.6% | +41.9% | +39.5% |
| YTD | -21.7% | -2.0% | -19.7% | -22.5% |
| 1Y | -47.3% | +8.3% | -55.6% | -46.9% |
| All | -47.3% | +10.7% | -58.0% | -46.9% |
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