-99.9%
AMIX vs HSY
-2.2%
-97.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.3% | +8.6% | +8.8% |
| 7D | +11.4% | +3.8% | +7.6% | +10.5% |
| 30D | -40.5% | +6.9% | -47.4% | -41.4% |
| 3M | -80.1% | -4.1% | -76.0% | -79.9% |
| 6M | -74.8% | -5.0% | -69.8% | -74.7% |
| YTD | -84.0% | -2.3% | -81.7% | -83.9% |
| 1Y | -89.7% | +6.1% | -95.8% | -89.7% |
| All | -99.9% | -2.2% | -97.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling