+2,171.7%
HSY vs AEIS
+2,566.8%
-395.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -1.2% |
| 7D | -3.3% | +3.0% | -6.3% | -3.4% |
| 30D | -2.8% | -14.6% | +11.8% | -2.3% |
| 3M | -4.5% | -12.4% | +8.0% | -4.4% |
| 6M | -24.2% | -15.0% | -9.3% | -24.3% |
| YTD | -2.7% | +34.3% | -37.0% | -4.8% |
| 1Y | -3.7% | +87.4% | -91.1% | -7.4% |
| 3Y | -11.5% | +139.8% | -151.2% | -16.4% |
| 5Y | +10.3% | +220.7% | -210.4% | +2.1% |
| 10Y | +122.1% | +531.6% | -409.5% | +95.8% |
| All | +2,171.7% | +2,566.8% | -395.1% | +1,826.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling