+4,325.0%
HSY vs RGEN
+1,576.0%
+2,749.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.1% |
| 7D | -3.3% | -4.9% | +1.6% | -3.2% |
| 30D | -2.8% | +5.7% | -8.5% | -2.9% |
| 3M | -4.5% | +32.4% | -36.9% | -5.1% |
| 6M | -24.2% | +33.2% | -57.4% | -24.7% |
| YTD | -2.7% | +2.3% | -5.0% | -2.9% |
| 1Y | -3.7% | +39.0% | -42.7% | -4.6% |
| 3Y | -11.5% | -4.6% | -6.8% | -12.0% |
| 5Y | +10.3% | -42.7% | +53.0% | +10.2% |
| 10Y | +122.1% | +433.6% | -311.5% | +112.4% |
| All | +4,325.0% | +1,576.0% | +2,749.0% | +3,593.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling