-9.4%
HSY vs RRC
+32.7%
-42.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.1% |
| 7D | -1.6% | -1.2% | -0.3% | -1.6% |
| 30D | -4.2% | +9.4% | -13.7% | -4.0% |
| 3M | -0.7% | +7.4% | -8.1% | -0.5% |
| 6M | -21.8% | +1.5% | -23.3% | -21.7% |
| YTD | -2.7% | +19.4% | -22.1% | -2.1% |
| 1Y | -4.8% | +24.2% | -29.0% | -4.0% |
| 3Y | -9.4% | +32.8% | -42.2% | -9.3% |
| All | -9.4% | +32.7% | -42.1% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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