+65.3%
RIG vs HSY
+12.8%
+52.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.2% | +0.9% |
| 7D | -4.2% | -0.4% | -3.7% | -4.1% |
| 30D | -0.7% | -3.4% | +2.8% | -0.4% |
| 3M | -4.0% | -0.5% | -3.5% | -4.1% |
| 6M | -6.3% | -19.1% | +12.8% | -3.7% |
| YTD | +39.7% | -2.1% | +41.8% | +38.9% |
| 1Y | +78.1% | -3.2% | +81.3% | +77.6% |
| 3Y | -29.5% | -8.8% | -20.7% | -29.3% |
| 5Y | +65.3% | +13.0% | +52.4% | +93.9% |
| All | +65.3% | +12.8% | +52.5% | +93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling