+13.0%
HSY vs RACE
+93.6%
-80.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.9% |
| 7D | -3.3% | -2.5% | -0.8% | -3.1% |
| 30D | -2.8% | +0.8% | -3.6% | -2.9% |
| 3M | -4.5% | +17.2% | -21.6% | -5.7% |
| 6M | -24.2% | +13.6% | -37.8% | -25.1% |
| YTD | -2.7% | +12.2% | -14.9% | -3.8% |
| 1Y | -3.7% | -16.3% | +12.5% | -2.8% |
| 3Y | -11.5% | +36.4% | -47.9% | -15.5% |
| All | +13.0% | +93.6% | -80.5% | +3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling