+92.3%
MA vs HSY
+14.9%
+77.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +2.3% | +7.5% | -5.2% | +0.9% |
| 30D | +14.7% | +11.1% | +3.6% | +12.4% |
| 3M | +13.5% | -1.9% | +15.4% | +13.8% |
| 6M | +33.1% | -3.0% | +36.1% | +33.4% |
| YTD | +15.1% | 0.0% | +15.0% | +14.3% |
| 1Y | +18.7% | +9.4% | +9.3% | +15.9% |
| 3Y | +72.1% | +3.8% | +68.3% | +66.8% |
| All | +92.3% | +14.9% | +77.5% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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