+11.3%
HSY vs ED
+71.7%
-60.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.4% |
| 7D | -1.6% | +0.5% | -2.1% | -1.8% |
| 30D | -4.2% | +1.1% | -5.3% | -4.7% |
| 3M | -0.7% | +4.6% | -5.4% | -2.7% |
| 6M | -21.8% | -2.0% | -19.8% | -21.1% |
| YTD | -2.7% | +11.7% | -14.4% | -7.5% |
| 1Y | -4.8% | +15.7% | -20.6% | -11.2% |
| 3Y | -9.4% | +34.4% | -43.7% | -21.3% |
| 5Y | +11.3% | +67.3% | -56.0% | -12.7% |
| All | +11.3% | +71.7% | -60.4% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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