+119,660.7%
AMAT vs HSY
+4,487.9%
+115,172.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.4% | +4.6% | +5.7% |
| 7D | +7.0% | +1.1% | +5.8% | +6.6% |
| 30D | -20.6% | +7.7% | -28.3% | -22.3% |
| 3M | -24.8% | -2.3% | -22.5% | -24.9% |
| 6M | -10.7% | -5.3% | -5.4% | -11.2% |
| YTD | +54.3% | -0.9% | +55.2% | +51.3% |
| 1Y | +73.7% | +5.2% | +68.5% | +67.6% |
| 3Y | +168.4% | +0.7% | +167.7% | +155.8% |
| 5Y | +167.6% | +12.2% | +155.3% | +145.1% |
| 10Y | +1,425.2% | +131.1% | +1,294.1% | +1,067.2% |
| All | +119,660.7% | +4,487.9% | +115,172.8% | +42,551.6% |
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 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