+128.1%
HSY vs DRI
+348.4%
-220.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.3% |
| 7D | -3.0% | -4.8% | +1.9% | -2.1% |
| 30D | -5.0% | -3.9% | -1.1% | -4.4% |
| 3M | -1.3% | +5.1% | -6.4% | -2.3% |
| 6M | -21.5% | +5.5% | -27.0% | -22.4% |
| YTD | -3.3% | +16.5% | -19.7% | -6.1% |
| 1Y | -5.5% | +2.0% | -7.5% | -6.3% |
| 3Y | -9.9% | +54.5% | -64.4% | -17.7% |
| 5Y | +11.3% | +66.6% | -55.2% | -0.9% |
| 10Y | +128.1% | +353.6% | -225.6% | +52.0% |
| All | +128.1% | +348.4% | -220.4% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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