+130.2%
HSY vs REPL
+39.1%
+91.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.5% | -2.6% |
| 7D | +1.3% | +14.2% | -12.9% | +1.2% |
| 30D | +6.6% | +65.9% | -59.3% | +6.0% |
| 3M | -4.1% | +84.6% | -88.7% | -4.8% |
| 6M | -5.2% | +446.9% | -452.2% | -8.2% |
| YTD | -2.5% | +129.0% | -131.6% | -5.3% |
| 1Y | +4.7% | +167.9% | -163.1% | +1.5% |
| 3Y | +0.6% | +93.9% | -93.3% | -7.4% |
| 5Y | +11.7% | -33.0% | +44.7% | +6.4% |
| All | +130.2% | +39.1% | +91.1% | +102.7% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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