+67.3%
MNST vs HSY
-0.5%
+67.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.8% |
| 7D | +1.6% | -2.1% | +3.8% | +2.2% |
| 30D | +5.1% | +6.1% | -1.0% | +3.2% |
| 3M | -0.5% | -5.6% | +5.2% | +1.0% |
| 6M | +8.1% | -9.5% | +17.7% | +10.7% |
| YTD | +21.2% | -2.1% | +23.3% | +20.8% |
| 1Y | +30.7% | +0.8% | +29.9% | +29.1% |
| 3Y | +67.3% | -2.1% | +69.4% | +61.1% |
| All | +67.3% | -0.5% | +67.8% | +61.1% |
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 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