-65.8%
ETSY vs HSY
+12.0%
-77.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.7% |
| 7D | -4.9% | +0.1% | -5.0% | -4.9% |
| 30D | -8.6% | -5.2% | -3.4% | -7.6% |
| 3M | +4.8% | -3.4% | +8.2% | +5.5% |
| 6M | +38.1% | -19.2% | +57.3% | +43.3% |
| YTD | +31.2% | -2.6% | +33.9% | +31.0% |
| 1Y | +22.1% | -3.8% | +25.9% | +21.6% |
| 3Y | +12.2% | -10.6% | +22.9% | +11.4% |
| All | -65.8% | +12.0% | -77.7% | -61.6% |
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 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