+124.4%
HSY vs DAR
+311.7%
-187.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | +0.4% |
| 7D | -2.1% | +11.6% | -13.7% | -3.4% |
| 30D | +6.1% | -10.2% | +16.3% | +7.4% |
| 3M | -5.6% | -14.8% | +9.2% | -4.1% |
| 6M | -9.5% | -10.1% | +0.5% | -8.9% |
| YTD | -2.1% | +55.5% | -57.6% | -8.5% |
| 1Y | +0.8% | +61.7% | -60.9% | -6.4% |
| 3Y | -2.1% | +37.2% | -39.3% | -9.2% |
| 5Y | +11.2% | -26.9% | +38.2% | +10.7% |
| All | +124.4% | +311.7% | -187.3% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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