+73.1%
MA vs HSY
+10.4%
+62.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.9% |
| 7D | -2.7% | -3.3% | +0.6% | -2.1% |
| 30D | +1.5% | -2.8% | +4.4% | +2.1% |
| 3M | +20.4% | -4.5% | +24.9% | +21.3% |
| 6M | +11.1% | -24.2% | +35.4% | +16.1% |
| YTD | +2.0% | -2.7% | +4.7% | +1.9% |
| 1Y | -2.2% | -3.7% | +1.6% | -2.2% |
| 3Y | +41.9% | -11.5% | +53.4% | +44.2% |
| All | +73.1% | +10.4% | +62.7% | +54.8% |
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