+8.3%
HSY vs AMBA
-25.6%
+33.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +4.0% |
| 7D | +6.6% | -8.1% | +14.6% | +5.8% |
| 30D | +8.4% | -10.8% | +19.1% | +7.5% |
| 3M | -1.8% | -25.9% | +24.1% | -3.8% |
| 6M | -2.6% | -13.9% | +11.2% | -1.9% |
| YTD | -2.0% | -14.0% | +12.0% | -0.7% |
| 1Y | +8.3% | -25.7% | +34.0% | +9.8% |
| All | +8.3% | -25.6% | +33.9% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 1y: compounded portfolio wealth divided by compounded AMBA 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…
1y analysis · Full analysis span regression · 6 months rolling