+3.8%
HSY vs AVAV
-5.8%
+9.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +10.5% | -10.1% | +0.6% |
| 7D | +7.5% | -10.6% | +18.1% | +7.3% |
| 30D | +11.1% | -18.8% | +29.9% | +10.6% |
| 3M | -1.9% | -34.1% | +32.2% | -2.7% |
| 6M | -3.0% | -35.3% | +32.4% | -3.4% |
| YTD | 0.0% | -53.4% | +53.4% | -0.8% |
| 1Y | +9.4% | -65.6% | +75.1% | +8.1% |
| 3Y | +3.8% | -5.1% | +8.8% | -2.5% |
| All | +3.8% | -5.8% | +9.5% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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