+11.1%
RDW vs HSY
+10.7%
+0.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +4.2% | -9.1% | -2.8% |
| 7D | -14.3% | +6.6% | -20.9% | -11.1% |
| 30D | -26.0% | +8.4% | -34.4% | -22.5% |
| 3M | -27.4% | -1.8% | -25.6% | -26.8% |
| 6M | -10.6% | -2.6% | -8.0% | -9.2% |
| YTD | +1.6% | -2.0% | +3.6% | +1.5% |
| 1Y | +11.1% | +8.3% | +2.8% | -6.8% |
| All | +11.1% | +10.7% | +0.4% | -6.8% |
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