+6,351.7%
AMD vs HSY
+125.6%
+6,226.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.4% | +10.7% | +11.0% |
| 7D | -11.0% | +7.5% | -18.6% | -12.0% |
| 30D | -30.5% | +11.1% | -41.5% | -31.7% |
| 3M | -8.2% | -1.9% | -6.3% | -8.2% |
| 6M | +6.6% | -3.0% | +9.5% | +6.1% |
| YTD | +109.7% | 0.0% | +109.6% | +105.7% |
| 1Y | +88.9% | +9.4% | +79.5% | +80.7% |
| 3Y | +301.8% | +3.8% | +298.1% | +277.3% |
| 5Y | +229.4% | +15.2% | +214.2% | +184.7% |
| All | +6,351.7% | +125.6% | +6,226.1% | +3,756.8% |
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