+131.1%
HSY vs DRI
+339.9%
-208.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +1.1% | -0.7% | +1.8% | +1.2% |
| 30D | +7.7% | +14.7% | -7.0% | +5.1% |
| 3M | -2.3% | +5.4% | -7.7% | -3.3% |
| 6M | -5.3% | +18.8% | -24.1% | -8.3% |
| YTD | -0.9% | +28.4% | -29.3% | -5.5% |
| 1Y | +5.2% | +37.7% | -32.4% | -0.9% |
| 3Y | +0.7% | +68.0% | -67.2% | -9.3% |
| 5Y | +12.2% | +78.8% | -66.6% | -1.3% |
| 10Y | +131.1% | +334.2% | -203.1% | +63.1% |
| All | +131.1% | +339.9% | -208.8% | +63.1% |
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