-29.3%
ETHA vs HSY
-2.0%
-27.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.4% | +0.1% |
| 7D | -2.4% | -0.4% | -2.0% | -2.5% |
| 30D | +30.9% | -3.4% | +34.3% | +30.3% |
| 3M | +51.1% | -0.5% | +51.6% | +51.4% |
| 6M | +20.5% | -19.1% | +39.7% | +17.5% |
| YTD | -17.3% | -2.1% | -15.2% | -17.6% |
| 1Y | -43.2% | -3.2% | -40.0% | -43.6% |
| All | -29.3% | -2.0% | -27.3% | -29.1% |
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