+122.5%
HSY vs DOC
+14.9%
+107.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +10.7% | +6.2% | +4.5% | +8.8% |
| 30D | +10.3% | +6.5% | +3.9% | +8.4% |
| 3M | -0.4% | -6.2% | +5.8% | +1.3% |
| 6M | -2.5% | +25.6% | -28.1% | -9.2% |
| YTD | -0.3% | +32.1% | -32.4% | -8.8% |
| 1Y | +7.6% | +20.3% | -12.7% | +1.1% |
| 3Y | +3.2% | +42.7% | -39.5% | -9.1% |
| 5Y | +14.7% | -22.2% | +36.9% | +20.1% |
| All | +122.5% | +14.9% | +107.6% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling