+2,186.4%
HSY vs AEIS
+1,985.6%
+200.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.5% | +0.7% |
| 7D | -2.1% | +11.5% | -13.6% | -2.6% |
| 30D | +6.1% | -15.8% | +21.9% | +6.5% |
| 3M | -5.6% | -33.3% | +27.7% | -4.5% |
| 6M | -9.5% | -35.2% | +25.6% | -8.7% |
| YTD | -2.1% | +5.0% | -7.1% | -3.6% |
| 1Y | +0.8% | +8.5% | -7.7% | -1.0% |
| 3Y | -2.1% | +152.9% | -155.0% | -8.2% |
| 5Y | +11.2% | +144.6% | -133.4% | +3.7% |
| 10Y | +128.3% | +337.1% | -208.9% | +103.5% |
| All | +2,186.4% | +1,985.6% | +200.8% | +1,851.3% |
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