+126.5%
HSY vs ET
+177.0%
-50.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | -5.2% | +2.9% | -8.0% | -5.5% |
| 3M | -3.4% | +16.8% | -20.2% | -5.0% |
| 6M | -19.2% | +18.9% | -38.1% | -20.7% |
| YTD | -2.6% | +37.7% | -40.3% | -6.0% |
| 1Y | -3.8% | +32.4% | -36.2% | -6.7% |
| 3Y | -10.6% | +99.5% | -110.1% | -18.1% |
| 5Y | +12.3% | +244.0% | -231.7% | -4.1% |
| All | +126.5% | +177.0% | -50.5% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 10y: compounded portfolio wealth divided by compounded ET 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…
10y analysis · Full analysis span regression · 6 months rolling