+126.5%
HSY vs AEE
+191.1%
-64.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | +0.1% | -0.8% | +0.9% | +0.5% |
| 30D | -5.2% | -2.9% | -2.3% | -3.9% |
| 3M | -3.4% | -2.4% | -1.0% | -2.4% |
| 6M | -19.2% | -2.7% | -16.5% | -18.3% |
| YTD | -2.6% | +7.3% | -9.9% | -6.2% |
| 1Y | -3.8% | +7.5% | -11.3% | -7.5% |
| 3Y | -10.6% | +46.2% | -56.8% | -26.7% |
| 5Y | +12.3% | +39.7% | -27.4% | -6.8% |
| All | +126.5% | +191.1% | -64.7% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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