+1,443.4%
AMT vs HSY
+913.2%
+530.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.4% |
| 7D | -2.4% | +1.1% | -3.5% | -2.7% |
| 30D | +4.2% | +7.7% | -3.5% | +2.1% |
| 3M | +13.4% | -2.3% | +15.7% | +13.9% |
| 6M | +9.4% | -5.3% | +14.7% | +10.6% |
| YTD | +11.7% | -0.9% | +12.6% | +10.9% |
| 1Y | +7.1% | +5.2% | +1.9% | +4.6% |
| 3Y | +15.1% | +0.7% | +14.3% | +12.3% |
| 5Y | -17.9% | +12.2% | -30.1% | -22.5% |
| 10Y | +133.5% | +131.1% | +2.4% | +88.6% |
| All | +1,443.4% | +913.2% | +530.1% | +1,240.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling