+4,353.6%
HSY vs EAT
+10,017.9%
-5,664.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | -2.1% | -4.0% | +1.8% | -1.8% |
| 30D | +6.1% | -2.9% | +9.0% | +6.3% |
| 3M | -5.6% | -16.9% | +11.3% | -4.2% |
| 6M | -9.5% | +57.0% | -66.5% | -13.9% |
| YTD | -2.1% | +38.2% | -40.3% | -6.1% |
| 1Y | +0.8% | +69.3% | -68.5% | -5.3% |
| 3Y | -2.1% | +483.0% | -485.1% | -21.0% |
| 5Y | +11.2% | +364.1% | -352.9% | -10.6% |
| 10Y | +128.3% | +320.8% | -192.5% | +67.3% |
| All | +4,353.6% | +10,017.9% | -5,664.3% | +1,654.7% |
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