+2,590.0%
HSY vs DRI
+7,577.6%
-4,987.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -3.3% | +0.6% | -3.9% | -3.4% |
| 30D | -2.8% | +3.8% | -6.7% | -3.5% |
| 3M | -4.5% | +13.0% | -17.5% | -6.5% |
| 6M | -24.2% | +8.3% | -32.5% | -25.4% |
| YTD | -2.7% | +20.6% | -23.4% | -6.0% |
| 1Y | -3.7% | +6.5% | -10.2% | -5.1% |
| 3Y | -11.5% | +53.7% | -65.2% | -18.6% |
| 5Y | +10.3% | +72.7% | -62.3% | -1.8% |
| 10Y | +122.1% | +363.2% | -241.0% | +57.0% |
| All | +2,590.0% | +7,577.6% | -4,987.6% | +1,067.2% |
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