+147.8%
ETR vs HSY
-9.9%
+157.8%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -1.2% |
| 7D | +0.4% | -3.0% | +3.3% | +0.9% |
| 30D | +2.0% | -5.0% | +7.1% | +2.9% |
| 3M | -1.7% | -1.3% | -0.4% | -1.6% |
| 6M | +3.6% | -21.5% | +25.1% | +7.3% |
| YTD | +18.0% | -3.3% | +21.3% | +18.2% |
| 1Y | +26.2% | -5.5% | +31.7% | +26.9% |
| All | +147.8% | -9.9% | +157.8% | +151.6% |
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