-9.4%
HSY vs MUB
+8.8%
-18.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -3.3% | -0.9% | -2.4% | -2.5% |
| 30D | -2.8% | -1.4% | -1.4% | -1.4% |
| 3M | -4.5% | -2.2% | -2.3% | -2.5% |
| 6M | -24.2% | -1.9% | -22.3% | -22.8% |
| YTD | -2.7% | -0.8% | -2.0% | -1.9% |
| 1Y | -3.7% | +2.7% | -6.5% | -6.0% |
| All | -9.4% | +8.8% | -18.2% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 3y: compounded portfolio wealth divided by compounded MUB 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…
3y analysis · Full analysis span regression · 6 months rolling