+140.1%
AMT vs HSY
+127.3%
+12.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.5% | +0.5% |
| 7D | -2.2% | -2.3% | +0.2% | -1.2% |
| 30D | +5.8% | +6.3% | -0.5% | +2.7% |
| 3M | +12.6% | -5.2% | +17.8% | +14.8% |
| 6M | +8.3% | -8.3% | +16.6% | +11.7% |
| YTD | +11.4% | -2.7% | +14.1% | +10.4% |
| 1Y | +7.7% | +0.1% | +7.6% | +5.1% |
| 3Y | +14.8% | -1.0% | +15.8% | +9.2% |
| 5Y | -18.0% | +10.6% | -28.6% | -29.3% |
| All | +140.1% | +127.3% | +12.8% | +45.5% |
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 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