+291.9%
AA vs HSY
+4,402.6%
-4,110.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.8% |
| 7D | -0.7% | -3.3% | +2.6% | +0.4% |
| 30D | +5.0% | -2.8% | +7.8% | +5.8% |
| 3M | -35.8% | -4.5% | -31.3% | -35.4% |
| 6M | -18.4% | -24.2% | +5.8% | -11.4% |
| YTD | -5.5% | -2.7% | -2.7% | -6.2% |
| 1Y | +61.0% | -3.7% | +64.7% | +59.6% |
| 3Y | +66.2% | -11.5% | +77.7% | +65.5% |
| 5Y | +11.4% | +10.3% | +1.0% | +1.2% |
| 10Y | +116.9% | +122.1% | -5.2% | +51.0% |
| All | +291.9% | +4,402.6% | -4,110.8% | +16.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling