-24.6%
AVTR vs HSY
-9.5%
-15.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +7.4% | -1.6% | +8.9% | +7.7% |
| 30D | +12.2% | -4.2% | +16.4% | +13.0% |
| 3M | +57.4% | -0.7% | +58.1% | +57.4% |
| 6M | +86.7% | -21.8% | +108.4% | +95.5% |
| YTD | +33.1% | -2.7% | +35.7% | +31.7% |
| 1Y | +16.1% | -4.8% | +21.0% | +15.6% |
| 3Y | -24.6% | -9.4% | -15.3% | -26.2% |
| All | -24.6% | -9.5% | -15.1% | -26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling