+6,084.9%
RIO vs HSY
+4,097.8%
+1,987.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.7% |
| 7D | 0.0% | -3.3% | +3.3% | +1.0% |
| 30D | +4.0% | -2.8% | +6.8% | +4.8% |
| 3M | +0.1% | -4.5% | +4.6% | +1.0% |
| 6M | +12.7% | -24.2% | +36.9% | +21.5% |
| YTD | +35.6% | -2.7% | +38.3% | +34.9% |
| 1Y | +73.7% | -3.7% | +77.4% | +72.7% |
| 3Y | +93.3% | -11.5% | +104.8% | +93.4% |
| 5Y | +92.4% | +10.3% | +82.1% | +76.8% |
| 10Y | +606.9% | +122.1% | +484.8% | +409.8% |
| All | +6,084.9% | +4,097.8% | +1,987.0% | +2,620.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling