-37.3%
MP vs HSY
+2.9%
-40.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.8% | +3.7% | +1.2% |
| 7D | +11.0% | -2.3% | +13.3% | +10.0% |
| 30D | -11.7% | +6.3% | -18.0% | -9.3% |
| 3M | -30.8% | -5.2% | -25.6% | -31.4% |
| 6M | -42.9% | -8.3% | -34.6% | -43.4% |
| YTD | -25.9% | -2.7% | -23.2% | -23.4% |
| 1Y | -37.3% | +0.1% | -37.4% | -36.6% |
| All | -37.3% | +2.9% | -40.2% | -36.6% |
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 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