+123.3%
HSY vs MLM
+185.4%
-62.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.7% |
| 7D | +7.5% | -4.1% | +11.6% | +8.3% |
| 30D | +11.1% | +8.2% | +2.9% | +9.5% |
| 3M | -1.9% | -3.6% | +1.6% | -1.4% |
| 6M | -3.0% | -15.6% | +12.6% | -0.4% |
| YTD | 0.0% | -16.4% | +16.5% | +2.6% |
| 1Y | +9.4% | -14.3% | +23.8% | +11.7% |
| 3Y | +3.8% | +19.3% | -15.6% | -1.5% |
| 5Y | +15.2% | +29.6% | -14.4% | +6.1% |
| All | +123.3% | +185.4% | -62.1% | +70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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