+38.9%
IGV vs HSY
-9.9%
+48.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.9% |
| 7D | -1.5% | -3.0% | +1.4% | -1.8% |
| 30D | -3.0% | -5.0% | +2.0% | -3.5% |
| 3M | +9.6% | -1.3% | +10.9% | +9.5% |
| 6M | +16.1% | -21.5% | +37.6% | +13.7% |
| YTD | -3.6% | -3.3% | -0.4% | -4.3% |
| 1Y | -7.8% | -5.5% | -2.4% | -8.4% |
| All | +38.9% | -9.9% | +48.8% | +45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling