+2,804.2%
HSY vs EME
+62,686.4%
-59,882.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.5% | -0.2% |
| 7D | -1.6% | +5.2% | -6.7% | -2.1% |
| 30D | -4.2% | -5.4% | +1.1% | -3.8% |
| 3M | -0.7% | -6.1% | +5.4% | -0.6% |
| 6M | -21.8% | +9.7% | -31.4% | -23.2% |
| YTD | -2.7% | +26.6% | -29.2% | -6.1% |
| 1Y | -4.8% | +24.6% | -29.5% | -8.3% |
| 3Y | -9.4% | +249.6% | -259.0% | -24.4% |
| 5Y | +11.3% | +556.6% | -545.3% | -14.9% |
| 10Y | +125.0% | +1,286.6% | -1,161.6% | +53.2% |
| All | +2,804.2% | +62,686.4% | -59,882.3% | +1,566.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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