+85.5%
ETN vs HSY
-9.3%
+94.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.5% | +3.9% |
| 7D | +3.5% | +0.1% | +3.4% | +3.6% |
| 30D | -7.5% | -5.2% | -2.3% | -8.1% |
| 3M | +8.3% | -3.4% | +11.7% | +8.3% |
| 6M | +20.2% | -19.2% | +39.4% | +19.2% |
| YTD | +34.7% | -2.6% | +37.3% | +35.3% |
| 1Y | +19.4% | -3.8% | +23.2% | +20.1% |
| 3Y | +85.5% | -10.6% | +96.1% | +95.9% |
| All | +85.5% | -9.3% | +94.8% | +95.9% |
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