+62.1%
EMR vs HSY
-9.5%
+71.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +3.1% | -1.6% | +4.6% | +3.1% |
| 30D | -3.5% | -4.2% | +0.7% | -3.4% |
| 3M | +9.8% | -0.7% | +10.5% | +9.7% |
| 6M | +10.8% | -21.8% | +32.6% | +12.2% |
| YTD | +15.9% | -2.7% | +18.6% | +16.1% |
| 1Y | +16.4% | -4.8% | +21.2% | +16.9% |
| 3Y | +62.1% | -9.4% | +71.5% | +62.3% |
| All | +62.1% | -9.5% | +71.6% | +62.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling