+3.2%
AVTR vs HSY
+61.7%
-58.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.4% | -1.0% |
| 7D | +2.7% | -3.3% | +6.0% | +4.0% |
| 30D | +12.1% | -2.8% | +14.9% | +13.2% |
| 3M | +57.2% | -4.5% | +61.7% | +59.2% |
| 6M | +73.1% | -24.2% | +97.3% | +92.4% |
| YTD | +30.6% | -2.7% | +33.4% | +29.0% |
| 1Y | +13.5% | -3.7% | +17.2% | +12.7% |
| 3Y | -31.0% | -11.5% | -19.5% | -30.2% |
| 5Y | -63.2% | +10.3% | -73.6% | -69.5% |
| All | +3.2% | +61.7% | -58.4% | -23.3% |
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