-99.5%
AMC vs HSY
+12.0%
-111.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.2% |
| 7D | -7.2% | +0.1% | -7.3% | -7.2% |
| 30D | -2.8% | -5.2% | +2.4% | -2.9% |
| 3M | +7.9% | -3.4% | +11.3% | +8.2% |
| 6M | +119.6% | -19.2% | +138.8% | +120.3% |
| YTD | +57.7% | -2.6% | +60.3% | +57.5% |
| 1Y | -12.1% | -3.8% | -8.4% | -12.1% |
| 3Y | -66.5% | -10.6% | -55.9% | -66.8% |
| All | -99.5% | +12.0% | -111.5% | -99.4% |
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 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