+617.4%
RVMD vs HSY
+29.3%
+588.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -1.2% | -1.6% | +0.3% | -0.9% |
| 30D | +1.1% | -4.2% | +5.3% | +2.0% |
| 3M | +39.6% | -0.7% | +40.3% | +39.3% |
| 6M | +110.7% | -21.8% | +132.5% | +122.4% |
| YTD | +160.3% | -2.7% | +163.0% | +157.6% |
| 1Y | +404.9% | -4.8% | +409.7% | +401.9% |
| 3Y | +545.5% | -9.4% | +554.8% | +541.9% |
| 5Y | +584.7% | +11.3% | +573.4% | +503.8% |
| All | +617.4% | +29.3% | +588.1% | +497.7% |
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