-18.0%
MOS vs HSY
-3.5%
-14.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.5% |
| 7D | +9.5% | -3.3% | +12.8% | +10.0% |
| 30D | +10.4% | -2.8% | +13.2% | +10.8% |
| 3M | +12.9% | -4.5% | +17.4% | +13.4% |
| 6M | +1.2% | -24.2% | +25.5% | +3.3% |
| YTD | +9.3% | -2.7% | +12.0% | +9.9% |
| 1Y | -18.0% | -3.7% | -14.2% | -17.0% |
| All | -18.0% | -3.5% | -14.4% | -17.0% |
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