+1,017.5%
MDB vs HSY
+94.7%
+922.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | -4.5% | -3.0% | -1.6% | -4.1% |
| 30D | -14.0% | -5.0% | -9.0% | -13.4% |
| 3M | +5.3% | -1.3% | +6.6% | +5.4% |
| 6M | +31.9% | -21.5% | +53.4% | +36.9% |
| YTD | -14.6% | -3.3% | -11.3% | -15.4% |
| 1Y | +8.2% | -5.5% | +13.7% | +7.5% |
| 3Y | -5.0% | -9.9% | +4.9% | -5.8% |
| 5Y | -24.5% | +11.3% | -35.9% | -32.9% |
| All | +1,017.5% | +94.7% | +922.8% | +686.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling