+137.3%
ETSY vs HSY
+125.6%
+11.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.1% |
| 7D | -12.9% | -3.0% | -9.9% | -12.1% |
| 30D | -11.5% | -5.0% | -6.4% | -10.1% |
| 3M | +3.5% | -1.3% | +4.8% | +3.9% |
| 6M | +27.6% | -21.5% | +49.1% | +35.8% |
| YTD | +28.4% | -3.3% | +31.7% | +28.4% |
| 1Y | +27.1% | -5.5% | +32.6% | +27.4% |
| 3Y | +6.0% | -9.9% | +16.0% | +6.3% |
| 5Y | -67.1% | +11.3% | -78.5% | -69.6% |
| 10Y | +421.9% | +128.1% | +293.9% | +281.6% |
| All | +137.3% | +125.6% | +11.7% | +77.6% |
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 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