+147.1%
AMAT vs HSY
+11.0%
+136.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.7% |
| 7D | +11.4% | -2.1% | +13.5% | +11.0% |
| 30D | -17.0% | +6.1% | -23.1% | -16.2% |
| 3M | -30.6% | -5.6% | -25.0% | -30.6% |
| 6M | -14.9% | -9.5% | -5.4% | -14.4% |
| YTD | +44.7% | -2.1% | +46.8% | +45.5% |
| 1Y | +66.9% | +0.8% | +66.1% | +67.6% |
| 3Y | +153.3% | -2.1% | +155.4% | +151.5% |
| All | +147.1% | +11.0% | +136.1% | +126.4% |
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