+752.0%
HSY vs MOH
+1,358.8%
-606.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.8% |
| 7D | +0.1% | +1.7% | -1.6% | -0.1% |
| 30D | -5.2% | -0.9% | -4.3% | -5.1% |
| 3M | -3.4% | +5.7% | -9.1% | -4.1% |
| 6M | -19.2% | +39.1% | -58.3% | -22.0% |
| YTD | -2.6% | +17.7% | -20.3% | -5.2% |
| 1Y | -3.8% | +8.4% | -12.2% | -5.8% |
| 3Y | -10.6% | -36.6% | +25.9% | -9.4% |
| 5Y | +12.3% | -19.1% | +31.4% | +10.7% |
| 10Y | +129.6% | +262.8% | -133.3% | +95.6% |
| All | +752.0% | +1,358.8% | -606.8% | +517.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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