+769.3%
ENTG vs HSY
+128.6%
+640.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -3.9% |
| 7D | +15.2% | -2.1% | +17.3% | +15.6% |
| 30D | -3.6% | +6.1% | -9.7% | -5.3% |
| 3M | -10.0% | -5.6% | -4.3% | -9.3% |
| 6M | +1.8% | -9.5% | +11.3% | +3.0% |
| YTD | +75.5% | -2.1% | +77.6% | +72.6% |
| 1Y | +82.4% | +0.8% | +81.6% | +77.4% |
| 3Y | +58.5% | -2.1% | +60.6% | +51.5% |
| 5Y | +0.4% | +11.2% | -10.9% | -11.3% |
| All | +769.3% | +128.6% | +640.7% | +537.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling