+13.0%
HSY vs RBA
+45.3%
-32.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.1% |
| 7D | -3.3% | -2.9% | -0.4% | -3.0% |
| 30D | -2.8% | -12.3% | +9.5% | -1.7% |
| 3M | -4.5% | -20.5% | +16.0% | -2.7% |
| 6M | -24.2% | -18.5% | -5.7% | -23.0% |
| YTD | -2.7% | -18.2% | +15.5% | -1.4% |
| 1Y | -3.7% | -27.5% | +23.8% | -1.4% |
| 3Y | -11.5% | +38.1% | -49.5% | -14.7% |
| All | +13.0% | +45.3% | -32.2% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling