+7,228.2%
AMD vs HSY
+122.5%
+7,105.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -2.6% | +15.8% | +13.6% |
| 7D | +8.9% | +1.3% | +7.6% | +8.6% |
| 30D | -16.4% | +6.6% | -23.0% | -17.4% |
| 3M | +5.2% | -4.1% | +9.3% | +5.5% |
| 6M | +11.7% | -5.2% | +17.0% | +11.5% |
| YTD | +137.5% | -2.5% | +140.0% | +133.6% |
| 1Y | +117.8% | +4.7% | +113.0% | +109.8% |
| 3Y | +348.1% | +0.6% | +347.6% | +322.8% |
| 5Y | +241.5% | +11.7% | +229.8% | +196.8% |
| 10Y | +7,228.2% | +120.0% | +7,108.3% | +4,180.7% |
| All | +7,228.2% | +122.5% | +7,105.7% | +4,180.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling