-37.1%
DOCS vs HSY
+16.8%
-53.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.4% |
| 7D | +2.6% | -2.1% | +4.7% | +2.5% |
| 30D | +11.4% | +6.1% | +5.3% | +11.7% |
| 3M | +25.4% | -5.6% | +31.0% | +25.0% |
| 6M | +42.5% | -9.5% | +52.1% | +41.3% |
| YTD | -24.7% | -2.1% | -22.6% | -25.1% |
| 1Y | -32.9% | +0.8% | -33.7% | -33.2% |
| 3Y | +39.6% | -2.1% | +41.7% | +38.3% |
| 5Y | -54.6% | +11.2% | -65.9% | -51.8% |
| All | -37.1% | +16.8% | -53.9% | -39.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling