+36.0%
DOCS vs HSY
+0.7%
+35.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.6% | -1.4% |
| 7D | -0.6% | +3.8% | -4.4% | -0.4% |
| 30D | +6.3% | +6.9% | -0.6% | +6.7% |
| 3M | +26.5% | -4.1% | +30.6% | +26.2% |
| 6M | +24.8% | -5.0% | +29.8% | +24.3% |
| YTD | -26.8% | -2.3% | -24.5% | -27.3% |
| 1Y | -38.3% | +6.1% | -44.4% | -38.5% |
| 3Y | +36.0% | -0.7% | +36.7% | +33.6% |
| All | +36.0% | +0.7% | +35.4% | +33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling