+11.5%
MMM vs HSY
-4.9%
+16.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -1.6% | -1.6% | 0.0% | -1.3% |
| 30D | -8.0% | -4.2% | -3.8% | -7.2% |
| 3M | +9.4% | -0.7% | +10.1% | +9.4% |
| 6M | +10.2% | -21.8% | +32.0% | +15.3% |
| YTD | +6.1% | -2.7% | +8.8% | +8.3% |
| All | +11.5% | -4.9% | +16.4% | +13.5% |
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