+8,164.6%
AMD vs HSY
+131.3%
+8,033.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +7.2% |
| 7D | +13.1% | +1.1% | +12.0% | +12.9% |
| 30D | -7.0% | +7.7% | -14.6% | -8.2% |
| 3M | +16.6% | -2.3% | +18.9% | +16.6% |
| 6M | +20.5% | -5.3% | +25.8% | +20.5% |
| YTD | +158.2% | -0.9% | +159.1% | +153.6% |
| 1Y | +132.8% | +5.2% | +127.6% | +124.9% |
| 3Y | +366.2% | +0.7% | +365.5% | +342.4% |
| 5Y | +278.7% | +12.2% | +266.5% | +231.9% |
| 10Y | +8,164.6% | +131.1% | +8,033.5% | +5,330.3% |
| All | +8,164.6% | +131.3% | +8,033.3% | +5,330.3% |
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