+11.3%
HSY vs IVZ
+61.5%
-50.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.1% | -0.6% |
| 7D | -3.0% | +1.2% | -4.1% | -3.0% |
| 30D | -5.0% | +1.8% | -6.8% | -5.1% |
| 3M | -1.3% | +15.7% | -17.1% | -2.1% |
| 6M | -21.5% | +36.3% | -57.8% | -22.9% |
| YTD | -3.3% | +24.9% | -28.2% | -4.7% |
| 1Y | -5.5% | +48.9% | -54.4% | -8.1% |
| 3Y | -9.9% | +136.8% | -146.7% | -15.9% |
| 5Y | +11.3% | +60.0% | -48.6% | +5.6% |
| All | +11.3% | +61.5% | -50.1% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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