+3.2%
HSY vs AMRZ
-19.2%
+22.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.3% |
| 7D | -3.0% | -4.7% | +1.7% | -2.4% |
| 30D | -5.0% | -11.3% | +6.2% | -3.7% |
| 3M | -1.3% | -22.1% | +20.8% | +1.3% |
| 6M | -21.5% | -29.6% | +8.1% | -18.5% |
| YTD | -3.3% | -23.3% | +20.0% | -0.7% |
| 1Y | -5.5% | -23.7% | +18.2% | -2.7% |
| All | +3.2% | -19.2% | +22.5% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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