+6,923.6%
MCK vs HSY
+2,902.1%
+4,021.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | +0.4% | -5.2% | +5.6% | +1.7% |
| 3M | +12.1% | -3.4% | +15.5% | +12.9% |
| 6M | -5.4% | -19.2% | +13.8% | -0.7% |
| YTD | +7.8% | -2.6% | +10.4% | +8.3% |
| 1Y | +22.9% | -3.8% | +26.7% | +23.6% |
| 3Y | +110.7% | -10.6% | +121.4% | +112.2% |
| 5Y | +346.2% | +12.3% | +333.9% | +322.9% |
| 10Y | +440.1% | +129.6% | +310.6% | +331.2% |
| All | +6,923.6% | +2,902.1% | +4,021.5% | +3,906.2% |
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