+13.0%
HSY vs AMP
+118.7%
-105.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.2% |
| 7D | -0.4% | -2.0% | +1.6% | -0.2% |
| 30D | -3.4% | -1.7% | -1.8% | -3.3% |
| 3M | -0.5% | +23.2% | -23.7% | -2.4% |
| 6M | -19.1% | +22.2% | -41.3% | -20.7% |
| YTD | -2.1% | +14.0% | -16.1% | -3.4% |
| 1Y | -3.2% | +14.0% | -17.2% | -4.6% |
| 3Y | -8.8% | +67.0% | -75.8% | -15.4% |
| 5Y | +13.0% | +123.2% | -110.3% | -3.2% |
| All | +13.0% | +118.7% | -105.8% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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