+88.6%
EMR vs HSY
+11.5%
+77.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.4% |
| 7D | -2.0% | +1.1% | -3.1% | -2.1% |
| 30D | +2.8% | +7.7% | -4.9% | +1.9% |
| 3M | +2.0% | -2.3% | +4.3% | +2.2% |
| 6M | +20.7% | -5.3% | +26.0% | +21.2% |
| YTD | +27.3% | -0.9% | +28.2% | +26.7% |
| 1Y | +31.0% | +5.2% | +25.8% | +29.1% |
| 3Y | +103.6% | +0.7% | +102.9% | +98.6% |
| 5Y | +88.6% | +12.2% | +76.4% | +53.7% |
| All | +88.6% | +11.5% | +77.1% | +53.7% |
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 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