+125.0%
HSY vs RGEN
+415.3%
-290.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.4% | -0.5% |
| 7D | -3.0% | -4.6% | +1.6% | -2.7% |
| 30D | -5.0% | +1.2% | -6.2% | -5.1% |
| 3M | -1.3% | +26.8% | -28.1% | -2.9% |
| 6M | -21.5% | +29.1% | -50.6% | -23.0% |
| YTD | -3.3% | +0.7% | -4.0% | -3.7% |
| 1Y | -5.5% | +39.1% | -44.6% | -8.1% |
| 3Y | -9.9% | +2.2% | -12.2% | -12.0% |
| 5Y | +11.3% | -44.0% | +55.3% | +11.8% |
| All | +125.0% | +415.3% | -290.3% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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