-22.1%
RMD vs HSY
+10.6%
-32.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -4.7% | -3.0% | -1.8% | -4.0% |
| 30D | +0.2% | -5.0% | +5.3% | +1.5% |
| 3M | +12.0% | -1.3% | +13.3% | +12.3% |
| 6M | -12.5% | -21.5% | +9.0% | -7.8% |
| YTD | -7.9% | -3.3% | -4.7% | -7.5% |
| 1Y | -20.4% | -5.5% | -14.9% | -19.7% |
| 3Y | +53.1% | -9.9% | +63.0% | +55.9% |
| 5Y | -22.1% | +11.3% | -33.5% | -26.6% |
| All | -22.1% | +10.6% | -32.7% | -26.6% |
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 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