+2,545.7%
DUK vs HSY
+4,377.7%
-1,831.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.5% |
| 7D | -0.1% | -3.0% | +2.8% | +0.8% |
| 30D | +0.2% | -5.0% | +5.3% | +1.8% |
| 3M | -1.9% | -1.3% | -0.6% | -1.7% |
| 6M | -6.5% | -21.5% | +15.0% | +0.3% |
| YTD | +5.4% | -3.3% | +8.7% | +5.7% |
| 1Y | +3.6% | -5.5% | +9.0% | +4.2% |
| 3Y | +48.1% | -9.9% | +58.1% | +49.0% |
| 5Y | +39.6% | +11.3% | +28.2% | +31.0% |
| 10Y | +131.8% | +128.1% | +3.8% | +77.1% |
| All | +2,545.7% | +4,377.7% | -1,831.9% | +885.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling