+210.3%
RSP vs HSY
+127.3%
+83.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.3% |
| 7D | +1.8% | -2.3% | +4.1% | +2.5% |
| 30D | +3.5% | +6.3% | -2.8% | +1.3% |
| 3M | +0.2% | -5.2% | +5.4% | +1.6% |
| 6M | +9.1% | -8.3% | +17.4% | +11.4% |
| YTD | +16.6% | -2.7% | +19.3% | +15.7% |
| 1Y | +17.9% | +0.1% | +17.8% | +15.8% |
| 3Y | +64.6% | -1.0% | +65.7% | +57.9% |
| 5Y | +48.4% | +10.6% | +37.8% | +32.4% |
| All | +210.3% | +127.3% | +83.0% | +118.5% |
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