+8,801.5%
MDT vs HSY
+4,431.8%
+4,369.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.7% |
| 7D | +1.0% | -2.1% | +3.2% | +1.7% |
| 30D | +9.2% | +6.1% | +3.1% | +7.1% |
| 3M | +14.5% | -5.6% | +20.1% | +16.4% |
| 6M | +37.3% | -9.5% | +46.9% | +41.2% |
| YTD | +9.8% | -2.1% | +11.9% | +9.7% |
| 1Y | +10.5% | +0.8% | +9.8% | +9.4% |
| 3Y | +57.4% | -2.1% | +59.6% | +54.3% |
| 5Y | +1.2% | +11.2% | -10.1% | -5.4% |
| 10Y | +63.2% | +128.3% | -65.0% | +22.2% |
| All | +8,801.5% | +4,431.8% | +4,369.8% | +2,181.2% |
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