+13.3%
HSY vs MNDY
-51.7%
+64.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.1% | +8.2% | 0.0% |
| 7D | -1.6% | -13.3% | +11.8% | -1.6% |
| 30D | -4.2% | -10.2% | +5.9% | -4.3% |
| 3M | -0.7% | -0.1% | -0.6% | -0.7% |
| 6M | -21.8% | +6.3% | -28.1% | -21.7% |
| YTD | -2.7% | -43.3% | +40.6% | -2.8% |
| 1Y | -4.8% | -56.1% | +51.3% | -5.0% |
| 3Y | -9.4% | -51.1% | +41.8% | -9.5% |
| 5Y | +11.3% | -78.5% | +89.8% | +8.8% |
| All | +13.3% | -51.7% | +64.9% | +17.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling