+7.2%
AVTR vs HSY
+62.7%
-55.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | +0.5% | -2.1% | +2.6% | +1.2% |
| 30D | -1.0% | +6.1% | -7.1% | -3.7% |
| 3M | +12.2% | -5.6% | +17.8% | +14.2% |
| 6M | +97.5% | -9.5% | +107.0% | +103.4% |
| YTD | +35.6% | -2.1% | +37.7% | +33.0% |
| 1Y | +32.8% | +0.8% | +32.0% | +28.4% |
| 3Y | -16.5% | -2.1% | -14.4% | -20.4% |
| 5Y | -59.1% | +11.2% | -70.4% | -66.2% |
| All | +7.2% | +62.7% | -55.5% | -20.9% |
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