-4.9%
HSY vs RBA
-28.6%
+23.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.2% |
| 7D | -1.6% | -1.1% | -0.5% | -1.5% |
| 30D | -4.2% | -13.2% | +9.0% | -3.3% |
| 3M | -0.7% | -21.4% | +20.6% | +0.9% |
| 6M | -21.8% | -20.9% | -0.9% | -20.6% |
| YTD | -2.7% | -19.9% | +17.2% | -2.3% |
| All | -4.9% | -28.6% | +23.7% | -1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling