+241.1%
HSY vs AMBA
+837.3%
-596.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.1% |
| 7D | -3.3% | -11.0% | +7.7% | -3.1% |
| 30D | -2.8% | -23.2% | +20.3% | -2.3% |
| 3M | -4.5% | -12.7% | +8.2% | -4.5% |
| 6M | -24.2% | +11.2% | -35.4% | -24.9% |
| YTD | -2.7% | -11.2% | +8.5% | -3.1% |
| 1Y | -3.7% | -22.5% | +18.8% | -3.9% |
| 3Y | -11.5% | -1.3% | -10.2% | -13.4% |
| 5Y | +10.3% | -54.2% | +64.5% | +8.8% |
| 10Y | +122.1% | -6.1% | +128.2% | +102.1% |
| All | +241.1% | +837.3% | -596.2% | +196.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling