+7,830.4%
MDT vs HSY
+4,405.8%
+3,424.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | +0.4% | -1.6% | +1.9% | +0.8% |
| 30D | +6.0% | -4.2% | +10.2% | +7.4% |
| 3M | +15.5% | -0.7% | +16.3% | +15.7% |
| 6M | +3.4% | -21.8% | +25.2% | +11.0% |
| YTD | -2.2% | -2.7% | +0.5% | -2.0% |
| 1Y | +2.6% | -4.8% | +7.4% | +3.3% |
| 3Y | +27.5% | -9.4% | +36.9% | +28.1% |
| 5Y | -20.1% | +11.3% | -31.3% | -25.2% |
| 10Y | +39.1% | +125.0% | -86.0% | +4.5% |
| All | +7,830.4% | +4,405.8% | +3,424.6% | +1,937.3% |
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