+4,345.5%
HSY vs EAT
+9,855.7%
-5,510.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +0.7% |
| 7D | +3.8% | -5.9% | +9.7% | +4.4% |
| 30D | +6.9% | +0.7% | +6.2% | +6.7% |
| 3M | -4.1% | -14.2% | +10.2% | -2.9% |
| 6M | -5.0% | +40.7% | -45.7% | -8.6% |
| YTD | -2.3% | +36.0% | -38.3% | -6.1% |
| 1Y | +6.1% | +83.1% | -77.0% | -1.1% |
| 3Y | -0.7% | +474.8% | -475.5% | -19.7% |
| 5Y | +9.9% | +347.6% | -337.7% | -11.4% |
| 10Y | +127.8% | +321.5% | -193.7% | +66.9% |
| All | +4,345.5% | +9,855.7% | -5,510.2% | +1,654.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling