+10,266.7%
RTX vs HSY
+4,402.6%
+5,864.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.3% |
| 7D | -5.2% | -3.3% | -1.9% | -4.1% |
| 30D | -9.4% | -2.8% | -6.6% | -8.6% |
| 3M | +12.3% | -4.5% | +16.8% | +13.6% |
| 6M | -3.1% | -24.2% | +21.1% | +5.9% |
| YTD | +10.7% | -2.7% | +13.4% | +10.5% |
| 1Y | +28.4% | -3.7% | +32.2% | +28.3% |
| 3Y | +147.1% | -11.5% | +158.5% | +148.0% |
| 5Y | +167.2% | +10.3% | +156.9% | +145.6% |
| 10Y | +274.7% | +122.1% | +152.6% | +168.1% |
| All | +10,266.7% | +4,402.6% | +5,864.0% | +2,519.8% |
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