+145.7%
HSY vs RUN
-31.9%
+177.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -1.1% |
| 7D | -3.3% | +1.3% | -4.5% | -3.3% |
| 30D | -2.8% | -15.3% | +12.4% | -2.5% |
| 3M | -4.5% | -40.0% | +35.5% | -3.4% |
| 6M | -24.2% | -27.0% | +2.7% | -23.9% |
| YTD | -2.7% | -51.7% | +49.0% | -1.6% |
| 1Y | -3.7% | -45.9% | +42.2% | -3.2% |
| 3Y | -11.5% | -43.8% | +32.3% | -14.0% |
| 5Y | +10.3% | -80.5% | +90.8% | +9.3% |
| 10Y | +122.1% | +45.3% | +76.9% | +89.1% |
| All | +145.7% | -31.9% | +177.6% | +110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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