+10.6%
HSY vs RGEN
-35.0%
+45.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.0% | +0.3% |
| 7D | +3.8% | -2.4% | +6.2% | +3.9% |
| 30D | +6.9% | +0.1% | +6.8% | +6.8% |
| 3M | -4.1% | +6.6% | -10.7% | -4.4% |
| 6M | -5.0% | +40.9% | -45.9% | -6.4% |
| YTD | -2.3% | +6.2% | -8.5% | -2.7% |
| 1Y | +6.1% | +19.4% | -13.4% | +5.1% |
| 3Y | -0.7% | +17.9% | -18.6% | -2.4% |
| All | +10.6% | -35.0% | +45.6% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling