-91.1%
AMIX vs HSY
+0.7%
-91.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | -9.9% | -2.1% | -7.7% | -9.3% |
| 30D | -52.8% | +6.1% | -58.9% | -54.1% |
| 3M | -80.0% | -5.6% | -74.4% | -79.4% |
| 6M | -80.2% | -9.5% | -70.7% | -79.9% |
| YTD | -88.1% | -2.1% | -86.0% | -88.5% |
| 1Y | -91.1% | +0.8% | -91.8% | -91.6% |
| All | -91.1% | +0.7% | -91.8% | -91.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling