+13.0%
HSY vs DUOL
-15.6%
+28.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.3% | -3.0% | +1.2% |
| 7D | -0.4% | -8.6% | +8.2% | -0.4% |
| 30D | -3.4% | +7.2% | -10.6% | -3.4% |
| 3M | -0.5% | +19.1% | -19.6% | -0.4% |
| 6M | -19.1% | +52.5% | -71.7% | -19.0% |
| YTD | -2.1% | -17.3% | +15.2% | -1.9% |
| 1Y | -3.2% | -49.2% | +46.0% | -2.9% |
| 3Y | -8.8% | -7.3% | -1.6% | -9.3% |
| 5Y | +13.0% | -16.3% | +29.2% | +11.5% |
| All | +13.0% | -15.6% | +28.5% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DUOL.
Daily Out/Under-Performance
Portfolio return minus DUOL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUOL 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 DUOL 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