+11.3%
HSY vs EAT
+310.8%
-299.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.6% |
| 7D | -3.0% | -6.8% | +3.8% | -2.8% |
| 30D | -5.0% | -5.4% | +0.3% | -4.9% |
| 3M | -1.3% | +42.8% | -44.1% | -2.0% |
| 6M | -21.5% | +56.5% | -78.0% | -22.2% |
| YTD | -3.3% | +50.0% | -53.3% | -4.1% |
| 1Y | -5.5% | +38.3% | -43.8% | -6.4% |
| 3Y | -9.9% | +591.6% | -601.6% | -15.0% |
| 5Y | +11.3% | +312.6% | -301.3% | +6.6% |
| All | +11.3% | +310.8% | -299.5% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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