+154.1%
MAR vs HSY
+10.6%
+143.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +0.9% |
| 7D | -0.5% | -3.0% | +2.5% | -0.1% |
| 30D | -4.7% | -5.0% | +0.4% | -4.1% |
| 3M | -15.6% | -1.3% | -14.3% | -15.5% |
| 6M | +1.2% | -21.5% | +22.7% | +3.9% |
| YTD | +7.5% | -3.3% | +10.8% | +7.5% |
| 1Y | +26.6% | -5.5% | +32.1% | +26.8% |
| 3Y | +66.0% | -9.9% | +75.9% | +66.7% |
| 5Y | +154.1% | +11.3% | +142.7% | +141.0% |
| All | +154.1% | +10.6% | +143.5% | +141.0% |
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