+2.0%
HSY vs AME
+21.6%
-19.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.5% |
| 7D | +1.1% | +1.1% | 0.0% | +1.4% |
| 30D | +7.7% | -4.1% | +11.8% | +7.3% |
| 3M | -2.3% | -6.3% | +4.1% | -2.7% |
| 6M | -5.3% | +3.5% | -8.9% | -5.8% |
| YTD | -0.9% | +17.3% | -18.2% | 0.0% |
| All | +2.0% | +21.6% | -19.6% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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