+42.7%
MKSI vs HSY
+10.7%
+32.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +4.2% | -9.1% | -2.4% |
| 7D | -10.7% | +6.6% | -17.2% | -6.7% |
| 30D | -30.5% | +8.4% | -38.9% | -26.5% |
| 3M | -39.2% | -1.8% | -37.4% | -38.6% |
| 6M | -33.0% | -2.6% | -30.4% | -31.6% |
| YTD | +22.3% | -2.0% | +24.3% | +35.2% |
| 1Y | +42.7% | +8.3% | +34.4% | +71.4% |
| All | +42.7% | +10.7% | +32.0% | +71.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling