+73.9%
RIG vs HSY
-4.1%
+78.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.8% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -0.5% | -5.2% | +4.7% | -1.1% |
| 3M | -6.0% | -3.4% | -2.6% | -6.1% |
| 6M | -10.1% | -19.2% | +9.1% | -10.0% |
| YTD | +37.3% | -2.6% | +39.9% | +37.2% |
| 1Y | +73.9% | -3.8% | +77.7% | +82.4% |
| All | +73.9% | -4.1% | +78.0% | +82.4% |
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