+268.6%
RTX vs HSY
+121.1%
+147.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.9% |
| 7D | -1.7% | +3.8% | -5.6% | -3.2% |
| 30D | +7.7% | +6.9% | +0.8% | +4.8% |
| 3M | -10.3% | -4.1% | -6.3% | -9.3% |
| 6M | +14.6% | -5.0% | +19.6% | +15.8% |
| YTD | +10.4% | -2.3% | +12.7% | +9.4% |
| 1Y | +13.5% | +6.1% | +7.4% | +8.8% |
| 3Y | +158.6% | -0.7% | +159.3% | +145.8% |
| 5Y | +147.3% | +9.9% | +137.4% | +117.5% |
| 10Y | +268.6% | +127.8% | +140.8% | +143.0% |
| All | +268.6% | +121.1% | +147.5% | +143.0% |
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