+11.6%
HSY vs MDY
+45.3%
-33.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.4% | -0.4% |
| 7D | -3.0% | -0.8% | -2.2% | -2.8% |
| 30D | -5.0% | -3.9% | -1.2% | -4.4% |
| 3M | -1.3% | 0.0% | -1.3% | -1.4% |
| 6M | -21.5% | +8.5% | -30.0% | -22.8% |
| YTD | -3.3% | +13.2% | -16.5% | -5.7% |
| 1Y | -5.5% | +15.0% | -20.5% | -8.2% |
| 3Y | -9.9% | +49.6% | -59.5% | -17.9% |
| All | +11.6% | +45.3% | -33.8% | -0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling