+11.4%
HSY vs AMBA
-69.7%
+81.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.5% |
| 7D | -2.1% | +2.7% | -4.8% | -2.1% |
| 30D | +6.1% | -2.2% | +8.3% | +6.1% |
| 3M | -5.6% | -26.6% | +21.0% | -6.1% |
| 6M | -9.5% | -26.8% | +17.2% | -9.6% |
| YTD | -2.1% | -15.1% | +13.0% | -2.0% |
| 1Y | +0.8% | -32.3% | +33.0% | +0.8% |
| 3Y | -2.1% | +19.8% | -21.9% | -2.4% |
| All | +11.4% | -69.7% | +81.1% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling