+0.6%
HSY vs DAR
+21.9%
-21.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.7% | -7.2% | -2.8% |
| 7D | +1.3% | -2.8% | +4.1% | +1.4% |
| 30D | +6.6% | -12.8% | +19.4% | +7.3% |
| 3M | -4.1% | -11.6% | +7.5% | -3.7% |
| 6M | -5.2% | -16.8% | +11.5% | -4.5% |
| YTD | -2.5% | +45.9% | -48.5% | -6.6% |
| 1Y | +4.7% | +61.5% | -56.7% | -0.5% |
| 3Y | +0.6% | +23.0% | -22.4% | -2.4% |
| All | +0.6% | +21.9% | -21.3% | -2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling