+941.2%
IGV vs HSY
+893.5%
+47.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.3% |
| 7D | +2.5% | -2.3% | +4.8% | +3.1% |
| 30D | -8.6% | +6.3% | -14.9% | -10.4% |
| 3M | -1.6% | -5.2% | +3.6% | -0.5% |
| 6M | +13.4% | -8.3% | +21.7% | +15.2% |
| YTD | -4.0% | -2.7% | -1.3% | -5.3% |
| 1Y | -7.6% | +0.1% | -7.8% | -9.8% |
| 3Y | +39.3% | -1.0% | +40.3% | +32.5% |
| 5Y | +14.5% | +10.6% | +3.9% | +3.1% |
| 10Y | +358.7% | +127.0% | +231.7% | +212.6% |
| All | +941.2% | +893.5% | +47.6% | +356.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling