+43,271.4%
RMD vs HSY
+2,649.8%
+40,621.7%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +2.1% | -2.1% | +4.2% | +2.6% |
| 30D | +2.1% | +6.1% | -4.0% | +0.5% |
| 3M | +6.2% | -5.6% | +11.9% | +7.5% |
| 6M | +19.4% | -9.5% | +28.9% | +22.0% |
| YTD | +0.5% | -2.1% | +2.6% | +0.5% |
| 1Y | -3.9% | +0.8% | -4.7% | -4.7% |
| 3Y | +72.5% | -2.1% | +74.7% | +69.6% |
| 5Y | -1.5% | +11.2% | -12.8% | -6.4% |
| 10Y | +345.8% | +128.3% | +217.5% | +263.2% |
| All | +43,271.4% | +2,649.8% | +40,621.7% | +37,707.4% |
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