+4,353.6%
HSY vs RVTY
+2,885.1%
+1,468.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.2% | +0.7% |
| 7D | -2.1% | -0.5% | -1.7% | -2.1% |
| 30D | +6.1% | +1.5% | +4.6% | +5.7% |
| 3M | -5.6% | +31.5% | -37.1% | -8.6% |
| 6M | -9.5% | +62.7% | -72.2% | -14.4% |
| YTD | -2.1% | +60.0% | -62.1% | -7.6% |
| 1Y | +0.8% | +65.7% | -64.9% | -5.3% |
| 3Y | -2.1% | +85.2% | -87.3% | -9.8% |
| 5Y | +11.2% | -14.9% | +26.1% | +9.7% |
| 10Y | +128.3% | +211.9% | -83.6% | +95.4% |
| All | +4,353.6% | +2,885.1% | +1,468.5% | +2,269.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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