+4.5%
HSY vs AMRZ
-19.2%
+23.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.4% | +0.5% |
| 7D | -2.1% | -2.1% | -0.1% | -1.9% |
| 30D | +6.1% | +13.0% | -6.9% | +4.6% |
| 3M | -5.6% | -12.1% | +6.5% | -4.3% |
| 6M | -9.5% | -19.1% | +9.6% | -7.6% |
| YTD | -2.1% | -23.3% | +21.2% | +0.4% |
| 1Y | +0.8% | -16.6% | +17.4% | +2.0% |
| All | +4.5% | -19.2% | +23.7% | +6.5% |
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