+485.8%
RIOT vs HSY
+128.6%
+357.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.6% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +5.7% | -5.2% | +10.8% | +6.5% |
| 3M | -17.9% | -3.4% | -14.5% | -17.8% |
| 6M | +45.0% | -19.2% | +64.2% | +50.3% |
| YTD | +69.5% | -2.6% | +72.1% | +68.0% |
| 1Y | +37.2% | -3.8% | +41.0% | +36.2% |
| 3Y | +111.7% | -10.6% | +122.4% | +111.3% |
| 5Y | -27.5% | +12.3% | -39.8% | -37.7% |
| All | +485.8% | +128.6% | +357.2% | +270.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling