+10.4%
AA vs HSY
+6.9%
+3.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.2% | +2.9% |
| 7D | +1.1% | +1.1% | 0.0% | +1.3% |
| 30D | -1.3% | +7.7% | -8.9% | -0.2% |
| 3M | -23.9% | -2.3% | -21.6% | -24.1% |
| 6M | -36.8% | -5.3% | -31.5% | -36.6% |
| YTD | -22.2% | -0.9% | -21.3% | -19.7% |
| 1Y | +10.4% | +5.2% | +5.1% | +7.9% |
| All | +10.4% | +6.9% | +3.4% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling