-90.5%
AMIX vs HSY
+5.2%
-95.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -2.6% | +14.4% | +12.7% |
| 7D | +1.2% | +1.3% | -0.1% | +0.4% |
| 30D | -45.3% | +6.6% | -51.9% | -47.0% |
| 3M | -83.1% | -4.1% | -79.0% | -82.7% |
| 6M | -76.9% | -5.2% | -71.6% | -76.6% |
| YTD | -85.3% | -2.5% | -82.7% | -85.8% |
| All | -90.5% | +5.2% | -95.8% | -91.5% |
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 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