-99.9%
AMIX vs HSY
-2.5%
-97.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -2.6% | +14.4% | +12.3% |
| 7D | +1.2% | +1.3% | -0.1% | +0.8% |
| 30D | -45.3% | +6.6% | -51.9% | -46.1% |
| 3M | -83.1% | -4.1% | -79.0% | -82.9% |
| 6M | -76.9% | -5.2% | -71.6% | -76.8% |
| YTD | -85.3% | -2.5% | -82.7% | -85.2% |
| 1Y | -89.8% | +4.7% | -94.6% | -89.8% |
| All | -99.9% | -2.5% | -97.5% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling