+128.1%
HSY vs RCAT
-98.5%
+226.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.5% | +5.9% | -0.6% |
| 7D | -3.0% | -2.3% | -0.7% | -2.9% |
| 30D | -5.0% | -18.7% | +13.7% | -5.0% |
| 3M | -1.3% | -29.3% | +28.0% | -1.2% |
| 6M | -21.5% | -42.3% | +20.8% | -21.4% |
| YTD | -3.3% | +2.5% | -5.8% | -3.5% |
| 1Y | -5.5% | -5.7% | +0.2% | -5.7% |
| 3Y | -9.9% | +764.9% | -774.8% | -11.7% |
| 5Y | +11.3% | +182.3% | -170.9% | +9.4% |
| 10Y | +128.1% | -98.5% | +226.6% | +98.0% |
| All | +128.1% | -98.5% | +226.6% | +98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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