+13.0%
HSY vs DKS
+12.8%
+0.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | -0.4% | -4.7% | +4.3% | -0.3% |
| 30D | -3.4% | -35.1% | +31.6% | -2.4% |
| 3M | -0.5% | -37.7% | +37.2% | +0.7% |
| 6M | -19.1% | -30.7% | +11.6% | -18.5% |
| YTD | -2.1% | -31.9% | +29.9% | -1.2% |
| 1Y | -3.2% | -40.0% | +36.8% | -2.1% |
| 3Y | -8.8% | +28.4% | -37.2% | -11.6% |
| 5Y | +13.0% | +12.4% | +0.5% | +8.4% |
| All | +13.0% | +12.8% | +0.1% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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