+133.7%
AMT vs HSY
+121.1%
+12.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.5% | +0.6% |
| 7D | +1.6% | +3.8% | -2.2% | 0.0% |
| 30D | +4.5% | +6.9% | -2.4% | +1.2% |
| 3M | +13.8% | -4.1% | +17.9% | +15.5% |
| 6M | +10.0% | -5.0% | +15.0% | +11.7% |
| YTD | +11.8% | -2.3% | +14.0% | +10.5% |
| 1Y | +10.2% | +6.1% | +4.1% | +4.6% |
| 3Y | +15.1% | -0.7% | +15.8% | +9.4% |
| 5Y | -18.8% | +9.9% | -28.7% | -29.7% |
| 10Y | +133.7% | +127.8% | +5.9% | +46.4% |
| All | +133.7% | +121.1% | +12.6% | +46.4% |
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