+120.0%
HSY vs RACE
+738.3%
-618.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.2% | -2.7% |
| 7D | +1.3% | +3.9% | -2.6% | +0.7% |
| 30D | +6.6% | +7.4% | -0.8% | +5.5% |
| 3M | -4.1% | +1.6% | -5.7% | -4.4% |
| 6M | -5.2% | +23.3% | -28.6% | -8.4% |
| YTD | -2.5% | +14.7% | -17.2% | -5.0% |
| 1Y | +4.7% | +2.5% | +2.2% | +3.8% |
| 3Y | +0.6% | +28.0% | -27.4% | -6.1% |
| 5Y | +11.7% | +69.8% | -58.1% | -2.2% |
| 10Y | +120.0% | +734.9% | -614.9% | +52.7% |
| All | +120.0% | +738.3% | -618.3% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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