+13.0%
HSY vs RY
+140.8%
-127.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -3.3% | +3.1% | -6.4% | -3.8% |
| 30D | -2.8% | -0.3% | -2.5% | -2.8% |
| 3M | -4.5% | +8.7% | -13.1% | -6.2% |
| 6M | -24.2% | +28.5% | -52.8% | -28.3% |
| YTD | -2.7% | +25.1% | -27.8% | -7.5% |
| 1Y | -3.7% | +46.3% | -50.0% | -11.8% |
| 3Y | -11.5% | +154.9% | -166.4% | -29.8% |
| All | +13.0% | +140.8% | -127.7% | -9.8% |
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