+395.7%
EFA vs HSY
+873.9%
-478.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.5% |
| 7D | +0.6% | -3.3% | +3.9% | +1.7% |
| 30D | +0.9% | -2.8% | +3.7% | +1.7% |
| 3M | +4.9% | -4.5% | +9.4% | +5.9% |
| 6M | +8.6% | -24.2% | +32.8% | +18.1% |
| YTD | +14.6% | -2.7% | +17.3% | +14.1% |
| 1Y | +22.6% | -3.7% | +26.4% | +22.0% |
| 3Y | +66.5% | -11.5% | +78.0% | +66.7% |
| 5Y | +54.5% | +10.3% | +44.2% | +39.8% |
| 10Y | +144.8% | +122.1% | +22.7% | +63.6% |
| All | +395.7% | +873.9% | -478.2% | +86.7% |
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