+4,316.7%
ETR vs HSY
+4,402.6%
-85.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | +1.4% | -3.3% | +4.7% | +2.4% |
| 30D | +1.0% | -2.8% | +3.8% | +1.8% |
| 3M | -1.3% | -4.5% | +3.2% | -0.2% |
| 6M | +1.9% | -24.2% | +26.1% | +10.1% |
| YTD | +18.2% | -2.7% | +20.9% | +18.1% |
| 1Y | +24.7% | -3.7% | +28.4% | +24.6% |
| 3Y | +150.7% | -11.5% | +162.2% | +152.6% |
| 5Y | +127.0% | +10.3% | +116.7% | +113.8% |
| 10Y | +295.5% | +122.1% | +173.3% | +210.4% |
| All | +4,316.7% | +4,402.6% | -85.9% | +1,770.0% |
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