+199.0%
AMD vs HSY
+14.9%
+184.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.4% | +10.7% | +11.1% |
| 7D | -11.0% | +7.5% | -18.6% | -9.6% |
| 30D | -30.5% | +11.1% | -41.5% | -28.8% |
| 3M | -8.2% | -1.9% | -6.3% | -7.6% |
| 6M | +6.6% | -3.0% | +9.5% | +7.7% |
| YTD | +109.7% | 0.0% | +109.6% | +112.2% |
| 1Y | +88.9% | +9.4% | +79.5% | +91.4% |
| 3Y | +301.8% | +3.8% | +298.1% | +304.0% |
| All | +199.0% | +14.9% | +184.2% | +228.5% |
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