-99.9%
AMIX vs HSY
-2.6%
-97.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.8% | -6.7% | -8.2% |
| 7D | -10.9% | -2.3% | -8.5% | -10.6% |
| 30D | -55.0% | +6.3% | -61.3% | -55.6% |
| 3M | -82.0% | -5.2% | -76.8% | -81.8% |
| 6M | -80.4% | -8.3% | -72.2% | -80.3% |
| YTD | -88.3% | -2.7% | -85.6% | -88.2% |
| 1Y | -92.4% | +0.1% | -92.5% | -92.4% |
| All | -99.9% | -2.6% | -97.4% | -99.9% |
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 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