+267.3%
MP vs HSY
+58.6%
+208.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.8% |
| 7D | +2.3% | +1.1% | +1.2% | +2.3% |
| 30D | -15.3% | +7.7% | -23.0% | -15.3% |
| 3M | -33.5% | -2.3% | -31.2% | -33.4% |
| 6M | -45.5% | -5.3% | -40.2% | -45.4% |
| YTD | -27.3% | -0.9% | -26.4% | -27.5% |
| 1Y | -40.7% | +5.2% | -45.9% | -41.3% |
| 3Y | +145.9% | +0.7% | +145.1% | +141.5% |
| 5Y | -13.9% | +12.2% | -26.1% | -9.8% |
| All | +267.3% | +58.6% | +208.7% | +272.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling