+15.0%
MMM vs HSY
+5.5%
+9.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +7.0% | +3.8% | +3.1% | +5.9% |
| 30D | +18.4% | +6.9% | +11.5% | +16.6% |
| 3M | +4.5% | -4.1% | +8.5% | +5.1% |
| 6M | +33.4% | -5.0% | +38.4% | +34.5% |
| YTD | +20.0% | -2.3% | +22.2% | +23.3% |
| 1Y | +15.0% | +6.1% | +8.9% | +16.1% |
| All | +15.0% | +5.5% | +9.5% | +16.1% |
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