+393.0%
EFA vs HSY
+874.6%
-481.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | +1.2% | -1.6% | +2.7% | +1.7% |
| 30D | -0.7% | -4.2% | +3.5% | +0.6% |
| 3M | +6.4% | -0.7% | +7.1% | +6.1% |
| 6M | +11.4% | -21.8% | +33.2% | +19.9% |
| YTD | +14.0% | -2.7% | +16.7% | +13.4% |
| 1Y | +20.2% | -4.8% | +25.0% | +20.1% |
| 3Y | +68.2% | -9.4% | +77.6% | +66.9% |
| 5Y | +54.8% | +11.3% | +43.5% | +39.6% |
| 10Y | +142.4% | +125.0% | +17.4% | +61.2% |
| All | +393.0% | +874.6% | -481.5% | +85.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling