+11.3%
HSY vs DRI
+70.3%
-59.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.3% |
| 7D | -1.6% | -1.2% | -0.3% | -1.4% |
| 30D | -4.2% | -0.4% | -3.8% | -4.2% |
| 3M | -0.7% | +9.5% | -10.2% | -2.1% |
| 6M | -21.8% | +6.5% | -28.2% | -22.6% |
| YTD | -2.7% | +18.4% | -21.1% | -5.0% |
| 1Y | -4.8% | +4.2% | -9.0% | -5.8% |
| 3Y | -9.4% | +57.1% | -66.4% | -14.9% |
| 5Y | +11.3% | +70.4% | -59.2% | +2.9% |
| All | +11.3% | +70.3% | -59.1% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling