+38.9%
AMC vs HSY
+0.7%
+38.2%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.6% |
| 7D | +3.5% | -2.1% | +5.6% | +3.2% |
| 30D | +12.5% | +6.1% | +6.4% | +13.4% |
| 3M | +23.6% | -5.6% | +29.2% | +22.7% |
| 6M | +144.4% | -9.5% | +153.9% | +144.1% |
| YTD | +108.3% | -2.1% | +110.4% | +96.1% |
| 1Y | +38.9% | +0.8% | +38.1% | +27.5% |
| All | +38.9% | +0.7% | +38.2% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling