-2.5%
HSY vs AMDL
+47.6%
-50.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +22.3% | -21.9% | +1.1% |
| 7D | +7.5% | -26.2% | +33.7% | +6.9% |
| 30D | +11.1% | -57.1% | +68.1% | +9.1% |
| 3M | -1.9% | -29.8% | +27.9% | -2.2% |
| 6M | -3.0% | -22.2% | +19.2% | -2.8% |
| YTD | 0.0% | +142.1% | -142.1% | +1.9% |
| 1Y | +9.4% | +85.8% | -76.4% | +11.3% |
| All | -2.5% | +47.6% | -50.1% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 3y: compounded portfolio wealth divided by compounded AMDL 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…
3y analysis · Full analysis span regression · 6 months rolling