-11.7%
MP vs HSY
-3.3%
-8.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.6% |
| 7D | +3.0% | -1.6% | +4.6% | +2.5% |
| 30D | +8.3% | -4.2% | +12.6% | +6.7% |
| 3M | -3.8% | -0.7% | -3.1% | -3.8% |
| 6M | -4.9% | -21.8% | +16.9% | -8.3% |
| YTD | +9.6% | -2.7% | +12.3% | +13.3% |
| 1Y | -11.7% | -4.8% | -6.9% | -14.7% |
| All | -11.7% | -3.3% | -8.4% | -14.7% |
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 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