+2,175.0%
MKSI vs HSY
+1,021.1%
+1,153.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.6% | -2.6% |
| 7D | +4.9% | -0.4% | +5.3% | +5.0% |
| 30D | -11.0% | -3.4% | -7.5% | -10.4% |
| 3M | -17.1% | -0.5% | -16.6% | -17.7% |
| 6M | +16.4% | -19.1% | +35.6% | +20.7% |
| YTD | +64.3% | -2.1% | +66.4% | +62.6% |
| 1Y | +137.7% | -3.2% | +141.0% | +135.2% |
| 3Y | +189.1% | -8.8% | +197.9% | +184.6% |
| 5Y | +83.1% | +13.0% | +70.2% | +68.6% |
| 10Y | +509.4% | +130.9% | +378.4% | +371.6% |
| All | +2,175.0% | +1,021.1% | +1,153.9% | +1,914.2% |
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