+60,958.4%
AMGN vs HSY
+4,402.6%
+56,555.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.2% |
| 7D | +1.1% | -3.3% | +4.4% | +2.1% |
| 30D | +7.8% | -2.8% | +10.7% | +8.8% |
| 3M | +27.3% | -4.5% | +31.7% | +28.8% |
| 6M | +16.8% | -24.2% | +41.0% | +26.6% |
| YTD | +36.3% | -2.7% | +39.0% | +36.6% |
| 1Y | +60.4% | -3.7% | +64.2% | +61.1% |
| 3Y | +86.3% | -11.5% | +97.8% | +89.4% |
| 5Y | +125.7% | +10.3% | +115.3% | +113.3% |
| 10Y | +247.0% | +122.1% | +124.9% | +164.2% |
| All | +60,958.4% | +4,402.6% | +56,555.8% | +23,491.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling