+15.6%
HSY vs RY
+122.0%
-106.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.6% | +0.6% |
| 7D | +7.5% | -0.9% | +8.4% | +7.7% |
| 30D | +11.1% | +5.9% | +5.2% | +9.9% |
| 3M | -1.9% | -4.3% | +2.3% | -1.3% |
| 6M | -3.0% | +12.1% | -15.1% | -5.5% |
| YTD | 0.0% | +20.3% | -20.2% | -4.1% |
| 1Y | +9.4% | +41.0% | -31.6% | +1.0% |
| 3Y | +3.8% | +157.5% | -153.8% | -17.9% |
| All | +15.6% | +122.0% | -106.4% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 5y: compounded portfolio wealth divided by compounded RY 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…
5y analysis · Full analysis span regression · 6 months rolling