+142.7%
AMAT vs HSY
+3.5%
+139.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.9% | +4.3% |
| 7D | -14.7% | +7.5% | -22.2% | -13.1% |
| 30D | -36.1% | +11.1% | -47.2% | -34.3% |
| 3M | -36.9% | -1.9% | -34.9% | -36.5% |
| 6M | -22.2% | -3.0% | -19.2% | -21.3% |
| YTD | +29.9% | 0.0% | +29.9% | +32.3% |
| 1Y | +43.3% | +9.4% | +33.8% | +46.3% |
| 3Y | +142.7% | +3.8% | +138.9% | +139.6% |
| All | +142.7% | +3.5% | +139.2% | +139.6% |
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