+1,392.2%
MAS vs HSY
+4,402.6%
-3,010.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.2% |
| 7D | -0.8% | -3.3% | +2.5% | +0.4% |
| 30D | -5.6% | -2.8% | -2.7% | -4.7% |
| 3M | +4.4% | -4.5% | +8.9% | +5.8% |
| 6M | +7.2% | -24.2% | +31.4% | +17.1% |
| YTD | +16.1% | -2.7% | +18.8% | +16.2% |
| 1Y | +0.1% | -3.7% | +3.8% | +0.3% |
| 3Y | +28.3% | -11.5% | +39.8% | +29.6% |
| 5Y | +30.5% | +10.3% | +20.1% | +20.7% |
| 10Y | +139.1% | +122.1% | +17.0% | +71.6% |
| All | +1,392.2% | +4,402.6% | -3,010.4% | +328.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling