-27.0%
ETHA vs HSY
-2.6%
-24.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.2% |
| 7D | +3.5% | +0.1% | +3.4% | +3.5% |
| 30D | +35.3% | -5.2% | +40.5% | +34.3% |
| 3M | +50.9% | -3.4% | +54.3% | +50.4% |
| 6M | +22.1% | -19.2% | +41.3% | +19.1% |
| YTD | -14.6% | -2.6% | -11.9% | -15.0% |
| 1Y | -42.8% | -3.8% | -39.0% | -43.2% |
| All | -27.0% | -2.6% | -24.4% | -26.9% |
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