+517.0%
HSY vs MUB
+76.3%
+440.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -3.3% | -0.9% | -2.4% | -2.8% |
| 30D | -2.8% | -1.4% | -1.4% | -2.0% |
| 3M | -4.5% | -2.2% | -2.3% | -3.3% |
| 6M | -24.2% | -1.9% | -22.3% | -23.4% |
| YTD | -2.7% | -0.8% | -2.0% | -2.3% |
| 1Y | -3.7% | +2.7% | -6.5% | -5.2% |
| 3Y | -11.5% | +8.6% | -20.1% | -15.4% |
| 5Y | +10.3% | +2.0% | +8.3% | +9.2% |
| 10Y | +122.1% | +17.9% | +104.2% | +111.0% |
| All | +517.0% | +76.3% | +440.7% | +477.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling