+263,909.3%
AMZN vs HSY
+1,099.7%
+262,809.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.1% |
| 7D | -3.0% | -3.3% | +0.3% | -2.2% |
| 30D | -5.2% | -2.8% | -2.4% | -4.6% |
| 3M | +1.9% | -4.5% | +6.3% | +2.7% |
| 6M | +19.2% | -24.2% | +43.4% | +27.0% |
| YTD | +12.0% | -2.7% | +14.7% | +11.6% |
| 1Y | +9.7% | -3.7% | +13.4% | +9.2% |
| 3Y | +87.2% | -11.5% | +98.6% | +86.5% |
| 5Y | +48.7% | +10.3% | +38.3% | +38.0% |
| 10Y | +569.3% | +122.1% | +447.2% | +392.9% |
| All | +263,909.3% | +1,099.7% | +262,809.6% | +117,024.5% |
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 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