+5.2%
HSY vs RACE
+0.7%
+4.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +1.1% | -3.9% | +5.0% | +1.4% |
| 30D | +7.7% | +6.8% | +0.9% | +7.2% |
| 3M | -2.3% | +1.3% | -3.6% | -2.5% |
| 6M | -5.3% | +26.3% | -31.6% | -6.4% |
| YTD | -0.9% | +13.8% | -14.7% | -1.1% |
| 1Y | +5.2% | -0.5% | +5.7% | +5.3% |
| All | +5.2% | +0.7% | +4.6% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling