+1.4%
MCHP vs HSY
+12.8%
-11.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -2.0% |
| 7D | -2.1% | -0.4% | -1.7% | -2.1% |
| 30D | -11.1% | -3.4% | -7.7% | -10.9% |
| 3M | -18.1% | -0.5% | -17.6% | -18.3% |
| 6M | +10.8% | -19.1% | +29.9% | +13.7% |
| YTD | +14.2% | -2.1% | +16.3% | +13.6% |
| 1Y | +13.5% | -3.2% | +16.7% | +12.9% |
| 3Y | -2.0% | -8.8% | +6.8% | -3.2% |
| 5Y | +1.4% | +13.0% | -11.6% | -0.8% |
| All | +1.4% | +12.8% | -11.4% | -0.8% |
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