+21.2%
IGV vs HSY
+10.6%
+10.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.8% |
| 7D | -1.5% | -3.0% | +1.4% | -1.6% |
| 30D | -3.0% | -5.0% | +2.0% | -3.1% |
| 3M | +9.6% | -1.3% | +10.9% | +9.5% |
| 6M | +16.1% | -21.5% | +37.6% | +15.8% |
| YTD | -3.6% | -3.3% | -0.4% | -4.3% |
| 1Y | -7.8% | -5.5% | -2.4% | -8.4% |
| 3Y | +40.0% | -9.9% | +49.9% | +40.8% |
| 5Y | +21.2% | +11.3% | +9.9% | +19.4% |
| All | +21.2% | +10.6% | +10.6% | +19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling