+7,173.7%
MCO vs HSY
+2,896.2%
+4,277.6%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.8% | -2.0% |
| 7D | -7.3% | -0.4% | -6.9% | -7.2% |
| 30D | -1.7% | -3.4% | +1.7% | -0.5% |
| 3M | +3.9% | -0.5% | +4.4% | +3.9% |
| 6M | +3.8% | -19.1% | +23.0% | +11.6% |
| YTD | -7.9% | -2.1% | -5.8% | -8.5% |
| 1Y | -6.8% | -3.2% | -3.6% | -7.3% |
| 3Y | +40.9% | -8.8% | +49.7% | +39.9% |
| 5Y | +27.5% | +13.0% | +14.5% | +15.0% |
| 10Y | +381.4% | +130.9% | +250.5% | +232.7% |
| All | +7,173.7% | +2,896.2% | +4,277.6% | +2,622.0% |
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 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