+4,504.5%
ETR vs HSY
+4,431.8%
+72.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.3% |
| 7D | +1.2% | -2.1% | +3.3% | +1.8% |
| 30D | +7.0% | +6.1% | +0.9% | +5.0% |
| 3M | +4.6% | -5.6% | +10.2% | +6.1% |
| 6M | +0.1% | -9.5% | +9.7% | +2.5% |
| YTD | +23.2% | -2.1% | +25.3% | +22.6% |
| 1Y | +20.6% | +0.8% | +19.8% | +18.9% |
| 3Y | +156.3% | -2.1% | +158.4% | +150.0% |
| 5Y | +159.6% | +11.2% | +148.4% | +143.4% |
| 10Y | +377.1% | +128.3% | +248.8% | +271.2% |
| All | +4,504.5% | +4,431.8% | +72.7% | +1,841.3% |
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