-9.4%
HSY vs RGEN
-0.1%
-9.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -1.6% | -0.9% | -0.7% | -1.5% |
| 30D | -4.2% | +2.8% | -7.1% | -4.4% |
| 3M | -0.7% | +34.5% | -35.2% | -2.4% |
| 6M | -21.8% | +40.5% | -62.2% | -23.4% |
| YTD | -2.7% | +2.8% | -5.5% | -2.8% |
| 1Y | -4.8% | +39.6% | -44.4% | -7.3% |
| 3Y | -9.4% | +4.4% | -13.8% | -9.0% |
| All | -9.4% | -0.1% | -9.3% | -9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling