+123.3%
HSY vs AMBA
-0.9%
+124.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.1% | -5.8% | +0.3% |
| 7D | +7.5% | -7.2% | +14.8% | +7.6% |
| 30D | +11.1% | -10.4% | +21.4% | +11.2% |
| 3M | -1.9% | -30.1% | +28.2% | -1.4% |
| 6M | -3.0% | -22.4% | +19.5% | -3.0% |
| YTD | 0.0% | -17.3% | +17.4% | -0.3% |
| 1Y | +9.4% | -35.4% | +44.8% | +9.8% |
| 3Y | +3.8% | +18.6% | -14.9% | +0.2% |
| 5Y | +15.2% | -69.8% | +85.0% | +16.6% |
| All | +123.3% | -0.9% | +124.1% | +89.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling