+124.4%
HSY vs DRI
+331.7%
-207.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | -2.1% | +1.1% | -3.2% | -2.3% |
| 30D | +6.1% | +9.7% | -3.6% | +4.4% |
| 3M | -5.6% | +3.2% | -8.8% | -6.2% |
| 6M | -9.5% | +20.6% | -30.1% | -12.6% |
| YTD | -2.1% | +28.3% | -30.4% | -6.6% |
| 1Y | +0.8% | +34.5% | -33.8% | -4.7% |
| 3Y | -2.1% | +66.5% | -68.7% | -11.7% |
| 5Y | +11.2% | +79.6% | -68.4% | -2.2% |
| All | +124.4% | +331.7% | -207.3% | +59.9% |
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