+30.0%
MGY vs HSY
-9.3%
+39.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | +3.5% | +0.1% | +3.4% | +3.5% |
| 30D | +5.3% | -5.2% | +10.5% | +5.4% |
| 3M | +2.6% | -3.4% | +6.1% | +2.8% |
| 6M | -3.3% | -19.2% | +15.9% | -2.1% |
| YTD | +29.2% | -2.6% | +31.9% | +29.2% |
| 1Y | +18.0% | -3.8% | +21.8% | +18.2% |
| 3Y | +30.0% | -10.6% | +40.6% | +15.9% |
| All | +30.0% | -9.3% | +39.3% | +15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling