+127.8%
HSY vs AEIS
+531.1%
-403.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.4% | +1.5% |
| 7D | -0.4% | -0.2% | -0.2% | -0.4% |
| 30D | -3.4% | -16.4% | +13.0% | -2.5% |
| 3M | -0.5% | -11.1% | +10.6% | -0.6% |
| 6M | -19.1% | -12.0% | -7.1% | -19.6% |
| YTD | -2.1% | +30.9% | -32.9% | -6.3% |
| 1Y | -3.2% | +74.3% | -77.6% | -10.2% |
| 3Y | -8.8% | +165.2% | -174.0% | -20.4% |
| 5Y | +13.0% | +220.0% | -207.1% | -5.6% |
| All | +127.8% | +531.1% | -403.2% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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