+12.0%
HSY vs DOV
+14.8%
-2.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | +0.1% | -2.0% | +2.1% | +0.3% |
| 30D | -5.2% | -8.9% | +3.7% | -4.2% |
| 3M | -3.4% | -13.3% | +9.9% | -2.0% |
| 6M | -19.2% | -9.7% | -9.5% | -18.5% |
| YTD | -2.6% | -2.5% | -0.2% | -2.9% |
| 1Y | -3.8% | +7.2% | -11.0% | -5.2% |
| 3Y | -10.6% | +39.4% | -50.0% | -16.9% |
| All | +12.0% | +14.8% | -2.8% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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