+13.3%
HSY vs MNDY
-49.8%
+63.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.5% | -0.6% |
| 7D | +0.1% | -4.6% | +4.7% | +0.1% |
| 30D | -5.2% | +1.0% | -6.2% | -5.2% |
| 3M | -3.4% | +9.1% | -12.5% | -3.4% |
| 6M | -19.2% | +14.2% | -33.4% | -19.0% |
| YTD | -2.6% | -41.1% | +38.5% | -2.8% |
| 1Y | -3.8% | -54.7% | +50.9% | -4.0% |
| 3Y | -10.6% | -50.6% | +39.9% | -10.8% |
| 5Y | +12.3% | -76.7% | +89.0% | +10.0% |
| All | +13.3% | -49.8% | +63.2% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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