+13.0%
HSY vs RCAT
+183.7%
-170.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.9% | -1.1% |
| 7D | -3.3% | -1.4% | -1.9% | -3.3% |
| 30D | -2.8% | -3.3% | +0.5% | -2.8% |
| 3M | -4.5% | -43.2% | +38.7% | -4.8% |
| 6M | -24.2% | -43.2% | +19.0% | -24.3% |
| YTD | -2.7% | +5.5% | -8.3% | -2.5% |
| 1Y | -3.7% | -1.6% | -2.1% | -3.3% |
| 3Y | -11.5% | +773.7% | -785.2% | -11.0% |
| All | +13.0% | +183.7% | -170.7% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling