+439.2%
RVMD vs HSY
-3.5%
+442.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.5% |
| 7D | +1.0% | -3.3% | +4.3% | +0.7% |
| 30D | +6.4% | -2.8% | +9.3% | +6.2% |
| 3M | +34.9% | -4.5% | +39.4% | +34.6% |
| 6M | +107.6% | -24.2% | +131.8% | +112.3% |
| YTD | +163.7% | -2.7% | +166.4% | +151.8% |
| 1Y | +439.2% | -3.7% | +442.9% | +425.5% |
| All | +439.2% | -3.5% | +442.7% | +425.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling