+126.5%
HSY vs HRB
+209.1%
-82.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | +0.1% | -8.0% | +8.1% | +1.3% |
| 30D | -5.2% | -16.0% | +10.8% | -2.8% |
| 3M | -3.4% | +26.9% | -30.3% | -6.9% |
| 6M | -19.2% | +51.1% | -70.3% | -24.5% |
| YTD | -2.6% | +7.1% | -9.7% | -4.4% |
| 1Y | -3.8% | -9.6% | +5.8% | -3.0% |
| 3Y | -10.6% | +25.4% | -36.0% | -16.2% |
| 5Y | +12.3% | +114.9% | -102.6% | -6.5% |
| All | +126.5% | +209.1% | -82.7% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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