+125.0%
HSY vs RBA
+182.6%
-57.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.4% |
| 7D | -1.6% | -1.1% | -0.5% | -1.4% |
| 30D | -4.2% | -13.2% | +9.0% | -2.0% |
| 3M | -0.7% | -21.4% | +20.6% | +3.0% |
| 6M | -21.8% | -20.9% | -0.9% | -19.1% |
| YTD | -2.7% | -19.9% | +17.2% | +0.2% |
| 1Y | -4.8% | -28.7% | +23.9% | -0.1% |
| 3Y | -9.4% | +27.4% | -36.8% | -15.6% |
| 5Y | +11.3% | +41.7% | -30.5% | -1.0% |
| 10Y | +125.0% | +189.6% | -64.6% | +55.9% |
| All | +125.0% | +182.6% | -57.5% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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