+4,325.0%
HSY vs HRB
+3,357.9%
+967.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.0% | +2.9% | -0.4% |
| 7D | -3.3% | -5.7% | +2.4% | -2.4% |
| 30D | -2.8% | +7.9% | -10.7% | -4.3% |
| 3M | -4.5% | +32.1% | -36.6% | -9.1% |
| 6M | -24.2% | +62.2% | -86.5% | -30.8% |
| YTD | -2.7% | +16.4% | -19.1% | -6.5% |
| 1Y | -3.7% | -0.3% | -3.5% | -5.2% |
| 3Y | -11.5% | +36.0% | -47.5% | -18.5% |
| 5Y | +10.3% | +125.2% | -114.9% | -8.8% |
| 10Y | +122.1% | +237.7% | -115.5% | +62.1% |
| All | +4,325.0% | +3,357.9% | +967.1% | +1,243.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling