+96,674.4%
AMAT vs HSY
+4,513.9%
+92,160.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | +1.7% | -15.3% | -13.9% |
| 7D | -24.3% | +10.7% | -35.0% | -26.2% |
| 30D | -39.8% | +10.3% | -50.1% | -41.4% |
| 3M | -40.2% | -0.4% | -39.8% | -40.5% |
| 6M | -22.1% | -2.5% | -19.6% | -23.0% |
| YTD | +24.7% | -0.3% | +25.0% | +22.1% |
| 1Y | +33.3% | +7.6% | +25.7% | +27.9% |
| 3Y | +133.9% | +3.2% | +130.7% | +121.6% |
| 5Y | +117.1% | +14.7% | +102.3% | +97.7% |
| 10Y | +1,158.7% | +126.0% | +1,032.6% | +868.9% |
| All | +96,674.4% | +4,513.9% | +92,160.5% | +34,339.4% |
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 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