+36.5%
DXCM vs HSY
+2.9%
+33.7%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.5% |
| 7D | -3.6% | -2.3% | -1.3% | -3.4% |
| 30D | -4.3% | +6.3% | -10.6% | -5.0% |
| 3M | -10.4% | -5.2% | -5.2% | -10.5% |
| 6M | +33.1% | -8.3% | +41.4% | +31.6% |
| YTD | +22.6% | -2.7% | +25.3% | +26.9% |
| 1Y | +36.5% | +0.1% | +36.4% | +39.4% |
| All | +36.5% | +2.9% | +33.7% | +39.4% |
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