-7.5%
IGV vs HSY
+10.7%
-18.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | +1.9% |
| 7D | -7.5% | +6.6% | -14.0% | -5.9% |
| 30D | -5.6% | +8.4% | -14.0% | -3.6% |
| 3M | +1.5% | -1.8% | +3.3% | +1.2% |
| 6M | +17.1% | -2.6% | +19.7% | +16.1% |
| YTD | -2.0% | -2.0% | 0.0% | -1.9% |
| 1Y | -7.5% | +8.3% | -15.8% | -5.3% |
| All | -7.5% | +10.7% | -18.2% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling