+13.0%
HSY vs AEIS
+219.6%
-206.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.4% | +1.2% |
| 7D | -0.4% | -0.2% | -0.2% | -0.4% |
| 30D | -3.4% | -16.4% | +13.0% | -3.7% |
| 3M | -0.5% | -11.1% | +10.6% | -0.8% |
| 6M | -19.1% | -12.0% | -7.1% | -19.5% |
| YTD | -2.1% | +30.9% | -32.9% | -3.2% |
| 1Y | -3.2% | +74.3% | -77.6% | -4.9% |
| 3Y | -8.8% | +165.2% | -174.0% | -11.8% |
| 5Y | +13.0% | +220.0% | -207.1% | +7.0% |
| All | +13.0% | +219.6% | -206.6% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling