+13.0%
HSY vs AEE
+38.5%
-25.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.5% | +1.8% |
| 7D | -0.4% | -0.7% | +0.3% | -0.1% |
| 30D | -3.4% | -2.0% | -1.5% | -2.6% |
| 3M | -0.5% | -2.8% | +2.3% | +0.6% |
| 6M | -19.1% | -3.6% | -15.6% | -18.0% |
| YTD | -2.1% | +7.3% | -9.4% | -5.2% |
| 1Y | -3.2% | +8.7% | -11.9% | -6.9% |
| 3Y | -8.8% | +46.0% | -54.8% | -23.1% |
| 5Y | +13.0% | +39.8% | -26.8% | -2.5% |
| All | +13.0% | +38.5% | -25.6% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling