+273.7%
RMD vs HSY
+130.0%
+143.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.6% |
| 7D | -4.2% | -0.4% | -3.8% | -4.0% |
| 30D | -2.1% | -3.4% | +1.4% | -0.8% |
| 3M | +13.8% | -0.5% | +14.3% | +13.8% |
| 6M | -10.6% | -19.1% | +8.5% | -3.5% |
| YTD | -8.1% | -2.1% | -6.0% | -8.2% |
| 1Y | -18.0% | -3.2% | -14.7% | -17.9% |
| 3Y | +52.9% | -8.8% | +61.7% | +53.3% |
| 5Y | -22.3% | +13.0% | -35.2% | -31.4% |
| All | +273.7% | +130.0% | +143.7% | +159.1% |
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