-99.3%
AMC vs HSY
+14.9%
-114.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.6% | +2.0% |
| 7D | +2.6% | +7.5% | -4.9% | +2.8% |
| 30D | +9.0% | +11.1% | -2.0% | +9.4% |
| 3M | +22.2% | -1.9% | +24.1% | +22.2% |
| 6M | +91.5% | -3.0% | +94.4% | +91.5% |
| YTD | +101.3% | 0.0% | +101.2% | +101.3% |
| 1Y | +20.8% | +9.4% | +11.3% | +20.7% |
| 3Y | -71.3% | +3.8% | -75.1% | -70.7% |
| All | -99.3% | +14.9% | -114.2% | -99.1% |
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