+641.7%
AMZN vs HSY
+128.6%
+513.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | +2.8% | -2.1% | +5.0% | +3.1% |
| 30D | +5.0% | +6.1% | -1.1% | +4.2% |
| 3M | +0.6% | -5.6% | +6.2% | +1.1% |
| 6M | -1.3% | -9.5% | +8.3% | -0.3% |
| YTD | +15.5% | -2.1% | +17.6% | +14.9% |
| 1Y | +12.2% | +0.8% | +11.5% | +11.1% |
| 3Y | +87.0% | -2.1% | +89.1% | +83.6% |
| 5Y | +51.3% | +11.2% | +40.0% | +43.8% |
| All | +641.7% | +128.6% | +513.1% | +532.5% |
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