+191.0%
MOD vs HSY
-0.5%
+191.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.9% | +0.6% | +27.3% | +28.1% |
| 7D | +40.4% | -2.1% | +42.6% | +39.2% |
| 30D | -14.0% | +6.1% | -20.1% | -11.2% |
| 3M | -33.3% | -5.6% | -27.7% | -33.4% |
| 6M | -51.4% | -9.5% | -41.9% | -51.2% |
| YTD | +1.6% | -2.1% | +3.7% | +5.0% |
| 1Y | +5.4% | +0.8% | +4.6% | +9.8% |
| 3Y | +191.0% | -2.1% | +193.1% | +208.6% |
| All | +191.0% | -0.5% | +191.5% | +208.6% |
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