+0.5%
RGTI vs HSY
-3.5%
+4.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | -0.3% |
| 7D | -2.5% | -3.3% | +0.8% | -3.6% |
| 30D | -9.4% | -2.8% | -6.6% | -10.3% |
| 3M | -37.1% | -4.5% | -32.6% | -37.8% |
| 6M | -14.4% | -24.2% | +9.8% | -19.6% |
| YTD | -31.4% | -2.7% | -28.6% | -29.8% |
| 1Y | +0.5% | -3.7% | +4.3% | +8.4% |
| All | +0.5% | -3.5% | +4.1% | +8.4% |
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 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