+153.2%
AMAT vs HSY
+9.9%
+143.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.8% | -1.8% | -3.8% |
| 7D | +19.3% | -2.3% | +21.7% | +18.9% |
| 30D | -17.9% | +6.3% | -24.2% | -17.1% |
| 3M | -30.4% | -5.2% | -25.2% | -30.4% |
| 6M | -11.4% | -8.3% | -3.2% | -11.0% |
| YTD | +48.8% | -2.7% | +51.4% | +49.5% |
| 1Y | +66.0% | +0.1% | +65.9% | +66.6% |
| 3Y | +158.8% | -1.0% | +159.9% | +156.0% |
| 5Y | +153.2% | +10.6% | +142.6% | +131.0% |
| All | +153.2% | +9.9% | +143.3% | +131.0% |
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