+4,353.6%
HSY vs DOV
+6,514.7%
-2,161.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.5% |
| 7D | -2.1% | +3.0% | -5.1% | -2.8% |
| 30D | +6.1% | +8.6% | -2.5% | +4.0% |
| 3M | -5.6% | +1.9% | -7.5% | -6.2% |
| 6M | -9.5% | -1.7% | -7.9% | -9.7% |
| YTD | -2.1% | +8.3% | -10.4% | -4.6% |
| 1Y | +0.8% | +16.6% | -15.8% | -3.4% |
| 3Y | -2.1% | +65.1% | -67.3% | -14.6% |
| 5Y | +11.2% | +29.2% | -17.9% | +1.3% |
| 10Y | +128.3% | +329.7% | -201.4% | +56.6% |
| All | +4,353.6% | +6,514.7% | -2,161.1% | +1,286.5% |
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