+11.4%
HSY vs DKS
+26.5%
-15.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | +0.5% |
| 7D | -2.1% | +6.3% | -8.4% | -2.4% |
| 30D | +6.1% | +9.3% | -3.2% | +5.8% |
| 3M | -5.6% | -25.3% | +19.7% | -5.1% |
| 6M | -9.5% | -29.2% | +19.6% | -8.9% |
| YTD | -2.1% | -22.7% | +20.6% | -1.7% |
| 1Y | +0.8% | -30.1% | +30.9% | +1.5% |
| 3Y | -2.1% | +45.6% | -47.8% | -5.6% |
| All | +11.4% | +26.5% | -15.1% | +6.1% |
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