+30.8%
RIO vs HSY
+10.7%
+20.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.2% | -0.6% | +3.9% |
| 7D | -1.6% | +6.6% | -8.1% | -1.1% |
| 30D | -11.6% | +8.4% | -20.0% | -11.0% |
| 3M | -12.7% | -1.8% | -10.9% | -12.8% |
| 6M | -12.4% | -2.6% | -9.8% | -12.2% |
| YTD | +11.0% | -2.0% | +13.0% | +15.2% |
| 1Y | +30.8% | +8.3% | +22.5% | +35.6% |
| All | +30.8% | +10.7% | +20.2% | +35.6% |
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