+101.3%
MNST vs HSY
+14.9%
+86.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.8% | -4.5% |
| 7D | -3.4% | +7.5% | -11.0% | -5.8% |
| 30D | +6.6% | +11.1% | -4.4% | +2.8% |
| 3M | -2.9% | -1.9% | -1.0% | -2.4% |
| 6M | +18.4% | -3.0% | +21.4% | +19.0% |
| YTD | +19.3% | 0.0% | +19.2% | +17.9% |
| 1Y | +37.9% | +9.4% | +28.5% | +31.8% |
| 3Y | +62.9% | +3.8% | +59.1% | +54.4% |
| All | +101.3% | +14.9% | +86.5% | +72.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling