+90.5%
AA vs HSY
-9.5%
+100.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.5% | +3.5% |
| 7D | +1.7% | -1.6% | +3.2% | +1.6% |
| 30D | +3.3% | -4.2% | +7.6% | +3.2% |
| 3M | -29.4% | -0.7% | -28.7% | -29.5% |
| 6M | -12.8% | -21.8% | +9.0% | -12.3% |
| YTD | -2.1% | -2.7% | +0.5% | -2.1% |
| 1Y | +62.8% | -4.8% | +67.6% | +63.0% |
| 3Y | +90.5% | -9.4% | +99.8% | +113.3% |
| All | +90.5% | -9.5% | +100.0% | +113.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling