-29.8%
MOS vs HSY
+11.5%
-41.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.3% | -1.1% |
| 7D | +5.5% | +1.1% | +4.4% | +5.2% |
| 30D | +21.0% | +7.7% | +13.3% | +19.1% |
| 3M | -0.5% | -2.3% | +1.8% | -0.2% |
| 6M | +6.6% | -5.3% | +11.9% | +7.4% |
| YTD | -2.8% | -0.9% | -1.9% | -3.4% |
| 1Y | -8.1% | +5.2% | -13.3% | -9.9% |
| 3Y | -25.6% | +0.7% | -26.3% | -27.2% |
| 5Y | -29.8% | +12.2% | -42.0% | -42.3% |
| All | -29.8% | +11.5% | -41.2% | -42.3% |
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