+2,595.2%
HSY vs DRI
+8,100.2%
-5,505.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -2.8% |
| 7D | +1.3% | +3.1% | -1.8% | +0.8% |
| 30D | +6.6% | +16.2% | -9.6% | +4.0% |
| 3M | -4.1% | +8.4% | -12.5% | -5.5% |
| 6M | -5.2% | +19.0% | -24.2% | -8.1% |
| YTD | -2.5% | +28.8% | -31.4% | -6.9% |
| 1Y | +4.7% | +33.1% | -28.4% | -0.5% |
| 3Y | +0.6% | +70.8% | -70.2% | -9.2% |
| 5Y | +11.7% | +74.2% | -62.6% | -0.6% |
| 10Y | +120.0% | +345.5% | -225.5% | +56.4% |
| All | +2,595.2% | +8,100.2% | -5,505.0% | +1,056.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling