+82.3%
MET vs HSY
+10.6%
+71.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -0.8% | -3.0% | +2.2% | -0.4% |
| 30D | -1.4% | -5.0% | +3.7% | -0.7% |
| 3M | +12.5% | -1.3% | +13.8% | +12.6% |
| 6M | +37.1% | -21.5% | +58.6% | +41.3% |
| YTD | +23.8% | -3.3% | +27.1% | +23.2% |
| 1Y | +24.1% | -5.5% | +29.6% | +23.8% |
| 3Y | +65.2% | -9.9% | +75.1% | +65.7% |
| 5Y | +82.3% | +11.3% | +70.9% | +58.6% |
| All | +82.3% | +10.6% | +71.7% | +58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling