+43,155.5%
RMD vs HSY
+2,634.3%
+40,521.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.9% |
| 7D | +0.1% | -2.3% | +2.4% | +0.7% |
| 30D | +1.9% | +6.3% | -4.4% | +0.3% |
| 3M | +6.3% | -5.2% | +11.5% | +7.5% |
| 6M | +18.2% | -8.3% | +26.5% | +20.4% |
| YTD | +0.3% | -2.7% | +2.9% | +0.3% |
| 1Y | -4.3% | +0.1% | -4.4% | -4.9% |
| 3Y | +71.3% | -1.0% | +72.3% | +67.9% |
| 5Y | -1.8% | +10.6% | -12.4% | -6.5% |
| 10Y | +344.6% | +127.0% | +217.6% | +262.7% |
| All | +43,155.5% | +2,634.3% | +40,521.2% | +37,657.9% |
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