+222.7%
AA vs HSY
+4,487.9%
-4,265.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.2% | +2.2% |
| 7D | +1.1% | +1.1% | 0.0% | +0.7% |
| 30D | -1.3% | +7.7% | -8.9% | -4.0% |
| 3M | -23.9% | -2.3% | -21.6% | -23.8% |
| 6M | -36.8% | -5.3% | -31.5% | -36.5% |
| YTD | -22.2% | -0.9% | -21.3% | -23.6% |
| 1Y | +10.4% | +5.2% | +5.1% | +6.1% |
| 3Y | +72.0% | +0.7% | +71.3% | +62.5% |
| 5Y | -15.6% | +12.2% | -27.8% | -23.9% |
| 10Y | +47.8% | +131.1% | -83.3% | +1.2% |
| All | +222.7% | +4,487.9% | -4,265.2% | -4.9% |
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 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