+53.1%
HSY vs RPRX
+53.1%
0.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.3% | +1.6% |
| 7D | -0.4% | -8.0% | +7.6% | +0.6% |
| 30D | -3.4% | +2.1% | -5.5% | -3.7% |
| 3M | -0.5% | +8.2% | -8.7% | -1.5% |
| 6M | -19.1% | +28.9% | -48.0% | -21.6% |
| YTD | -2.1% | +54.1% | -56.2% | -6.9% |
| 1Y | -3.2% | +65.5% | -68.8% | -8.8% |
| 3Y | -8.8% | +117.3% | -126.1% | -16.8% |
| 5Y | +13.0% | +71.6% | -58.6% | +5.6% |
| All | +53.1% | +53.1% | 0.0% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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