+304.9%
AEM vs HSY
+12.0%
+292.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | +8.4% | -5.2% | +13.6% | +9.2% |
| 3M | +27.3% | -3.4% | +30.7% | +27.8% |
| 6M | -9.7% | -19.2% | +9.5% | -6.8% |
| YTD | +19.0% | -2.6% | +21.6% | +19.2% |
| 1Y | +31.5% | -3.8% | +35.3% | +31.8% |
| 3Y | +338.7% | -10.6% | +349.3% | +346.3% |
| All | +304.9% | +12.0% | +292.9% | +256.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling