+588.9%
RVMD vs HSY
+12.0%
+576.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | -0.7% | -5.2% | +4.5% | -0.4% |
| 3M | +36.5% | -3.4% | +40.0% | +36.7% |
| 6M | +104.6% | -19.2% | +123.8% | +108.4% |
| YTD | +155.8% | -2.6% | +158.5% | +153.6% |
| 1Y | +340.7% | -3.8% | +344.5% | +337.3% |
| 3Y | +519.9% | -10.6% | +530.6% | +510.8% |
| All | +588.9% | +12.0% | +576.9% | +621.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling