+126.5%
HSY vs MDY
+177.2%
-50.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.9% |
| 7D | +0.1% | -1.9% | +2.0% | +0.8% |
| 30D | -5.2% | -4.6% | -0.5% | -3.6% |
| 3M | -3.4% | -1.2% | -2.2% | -3.1% |
| 6M | -19.2% | +9.2% | -28.4% | -22.0% |
| YTD | -2.6% | +13.1% | -15.7% | -7.3% |
| 1Y | -3.8% | +13.0% | -16.8% | -8.4% |
| 3Y | -10.6% | +49.2% | -59.8% | -24.9% |
| 5Y | +12.3% | +47.2% | -34.9% | -6.9% |
| All | +126.5% | +177.2% | -50.7% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling