+738.6%
IVV vs HSY
+1,210.7%
-472.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.2% |
| 7D | -2.7% | +7.5% | -10.2% | -5.0% |
| 30D | -5.4% | +11.1% | -16.4% | -8.7% |
| 3M | -4.1% | -1.9% | -2.1% | -3.8% |
| 6M | +0.7% | -3.0% | +3.7% | +0.7% |
| YTD | +8.7% | 0.0% | +8.7% | +6.9% |
| 1Y | +11.0% | +9.4% | +1.5% | +5.7% |
| 3Y | +75.4% | +3.8% | +71.7% | +65.2% |
| 5Y | +68.3% | +15.2% | +53.2% | +51.0% |
| 10Y | +315.5% | +126.9% | +188.7% | +188.8% |
| All | +738.6% | +1,210.7% | -472.1% | +274.9% |
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 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