+11.7%
HSY vs DAR
-37.0%
+48.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.4% |
| 3M | -4.1% | -11.6% | +7.5% | -3.6% |
| 6M | -5.2% | -16.8% | +11.5% | -4.4% |
| YTD | -2.5% | +45.9% | -48.5% | -5.9% |
| 1Y | +4.7% | +61.5% | -56.7% | +0.3% |
| 3Y | +0.6% | +23.0% | -22.4% | -3.0% |
| 5Y | +11.7% | -35.8% | +47.5% | +14.0% |
| All | +11.7% | -37.0% | +48.7% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling