+55.8%
DOCS vs HSY
+3.1%
+52.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.7% | -6.0% | -4.2% |
| 7D | -1.3% | +10.7% | -12.0% | -1.0% |
| 30D | +19.4% | +10.3% | +9.1% | +19.9% |
| 3M | +53.4% | -0.4% | +53.8% | +53.3% |
| 6M | +28.8% | -2.5% | +31.3% | +28.5% |
| YTD | -25.1% | -0.3% | -24.7% | -25.6% |
| 1Y | -48.1% | +7.6% | -55.7% | -48.4% |
| All | +55.8% | +3.1% | +52.6% | +47.2% |
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