+11.4%
HSY vs AVAV
+28.1%
-16.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +0.5% |
| 7D | -2.1% | +4.2% | -6.4% | -2.1% |
| 30D | +6.1% | -2.6% | +8.7% | +6.1% |
| 3M | -5.6% | -38.0% | +32.3% | -5.8% |
| 6M | -9.5% | -27.0% | +17.5% | -9.5% |
| YTD | -2.1% | -51.4% | +49.3% | -2.2% |
| 1Y | +0.8% | -60.2% | +61.0% | +0.8% |
| 3Y | -2.1% | -6.7% | +4.5% | -4.1% |
| All | +11.4% | +28.1% | -16.7% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling