+982.8%
HSY vs AEE
+813.9%
+168.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.1% | -1.1% |
| 7D | -3.3% | +0.3% | -3.6% | -3.4% |
| 30D | -2.8% | -2.3% | -0.5% | -1.9% |
| 3M | -4.5% | +0.2% | -4.7% | -4.6% |
| 6M | -24.2% | -4.7% | -19.5% | -22.8% |
| YTD | -2.7% | +8.1% | -10.8% | -6.1% |
| 1Y | -3.7% | +8.5% | -12.3% | -7.4% |
| 3Y | -11.5% | +48.9% | -60.4% | -26.2% |
| 5Y | +10.3% | +39.9% | -29.6% | -6.4% |
| 10Y | +122.1% | +186.5% | -64.4% | +38.0% |
| All | +982.8% | +813.9% | +168.9% | +273.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling