+301.8%
AMD vs HSY
+3.5%
+298.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.4% | +10.7% | +11.2% |
| 7D | -11.0% | +7.5% | -18.6% | -8.9% |
| 30D | -30.5% | +11.1% | -41.5% | -27.9% |
| 3M | -8.2% | -1.9% | -6.3% | -7.4% |
| 6M | +6.6% | -3.0% | +9.5% | +8.2% |
| YTD | +109.7% | 0.0% | +109.6% | +114.3% |
| 1Y | +88.9% | +9.4% | +79.5% | +94.4% |
| 3Y | +301.8% | +3.8% | +298.1% | +306.9% |
| All | +301.8% | +3.5% | +298.3% | +306.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling