+3,107.2%
HSY vs DAR
+1,373.4%
+1,733.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.3% |
| 7D | +3.8% | -3.8% | +7.6% | +3.9% |
| 30D | +6.9% | -14.4% | +21.3% | +7.4% |
| 3M | -4.1% | -17.9% | +13.9% | -3.5% |
| 6M | -5.0% | -18.3% | +13.3% | -4.5% |
| YTD | -2.3% | +43.2% | -45.5% | -3.7% |
| 1Y | +6.1% | +57.7% | -51.6% | +4.2% |
| 3Y | -0.7% | +22.7% | -23.4% | -2.2% |
| 5Y | +9.9% | -34.0% | +43.9% | +10.0% |
| 10Y | +127.8% | +279.5% | -151.7% | +114.3% |
| All | +3,107.2% | +1,373.4% | +1,733.7% | +2,711.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling