+4,325.0%
HSY vs DOV
+5,976.9%
-1,651.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.3% |
| 7D | -3.3% | -2.7% | -0.6% | -2.7% |
| 30D | -2.8% | -8.1% | +5.3% | -1.0% |
| 3M | -4.5% | -9.4% | +4.9% | -2.7% |
| 6M | -24.2% | -12.6% | -11.6% | -22.4% |
| YTD | -2.7% | -0.5% | -2.3% | -3.3% |
| 1Y | -3.7% | +9.2% | -13.0% | -6.4% |
| 3Y | -11.5% | +34.1% | -45.6% | -19.0% |
| 5Y | +10.3% | +17.3% | -6.9% | +2.8% |
| 10Y | +122.1% | +284.9% | -162.8% | +56.0% |
| All | +4,325.0% | +5,976.9% | -1,651.9% | +1,305.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling