+13.0%
HSY vs MNDY
-77.7%
+90.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.0% | -3.8% | +1.3% |
| 7D | -0.4% | -12.5% | +12.1% | -0.5% |
| 30D | -3.4% | -2.6% | -0.8% | -3.5% |
| 3M | -0.5% | +4.2% | -4.8% | -0.5% |
| 6M | -19.1% | +9.8% | -28.9% | -19.0% |
| YTD | -2.1% | -42.3% | +40.2% | -2.1% |
| 1Y | -3.2% | -54.5% | +51.3% | -3.3% |
| 3Y | -8.8% | -50.3% | +41.4% | -9.0% |
| 5Y | +13.0% | -77.1% | +90.1% | +9.9% |
| All | +13.0% | -77.7% | +90.6% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling