+230.8%
RDW vs HSY
-9.3%
+240.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.4% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | -21.3% | -5.2% | -16.1% | -21.9% |
| 3M | -37.9% | -3.4% | -34.5% | -37.9% |
| 6M | +12.3% | -19.2% | +31.5% | +10.6% |
| YTD | +39.7% | -2.6% | +42.4% | +39.3% |
| 1Y | +25.7% | -3.8% | +29.5% | +24.9% |
| 3Y | +230.8% | -10.6% | +241.5% | +325.4% |
| All | +230.8% | -9.3% | +240.2% | +325.4% |
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 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