+1,197.2%
ENTG vs HSY
+1,329.1%
-131.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.2% | +6.5% |
| 7D | +2.8% | -3.3% | +6.1% | +4.0% |
| 30D | -4.7% | -2.8% | -1.9% | -4.0% |
| 3M | -0.7% | -4.5% | +3.8% | -0.6% |
| 6M | +7.7% | -24.2% | +31.9% | +17.0% |
| YTD | +65.1% | -2.7% | +67.8% | +62.9% |
| 1Y | +74.8% | -3.7% | +78.5% | +72.5% |
| 3Y | +36.9% | -11.5% | +48.4% | +35.8% |
| 5Y | +16.1% | +10.3% | +5.8% | +3.4% |
| 10Y | +740.3% | +122.1% | +618.2% | +451.8% |
| All | +1,197.2% | +1,329.1% | -131.9% | +588.5% |
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