+55.2%
EWT vs HSY
+10.7%
+44.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.2% | -5.4% | -0.2% |
| 7D | -10.9% | +6.6% | -17.4% | -9.4% |
| 30D | -17.7% | +8.4% | -26.1% | -16.0% |
| 3M | -5.0% | -1.8% | -3.2% | -4.9% |
| 6M | +7.4% | -2.6% | +10.0% | +7.5% |
| YTD | +52.8% | -2.0% | +54.8% | +58.4% |
| 1Y | +55.2% | +8.3% | +46.9% | +60.8% |
| All | +55.2% | +10.7% | +44.5% | +60.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling