-4.4%
HSY vs IRM
+23.4%
-27.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.7% |
| 7D | -3.0% | +3.0% | -6.0% | -2.8% |
| 30D | -5.0% | -5.2% | +0.2% | -5.3% |
| 3M | -1.3% | -8.0% | +6.7% | -1.5% |
| 6M | -21.5% | +9.2% | -30.7% | -21.8% |
| YTD | -3.3% | +41.0% | -44.3% | -5.7% |
| All | -4.4% | +23.4% | -27.8% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 1y: compounded portfolio wealth divided by compounded IRM 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…
1y analysis · Full analysis span regression · 6 months rolling