+144.0%
MP vs HSY
+0.7%
+143.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.4% |
| 7D | -3.6% | +3.8% | -7.4% | -3.7% |
| 30D | -21.0% | +6.9% | -27.9% | -21.1% |
| 3M | -33.3% | -4.1% | -29.2% | -33.1% |
| 6M | -45.9% | -5.0% | -40.9% | -45.8% |
| YTD | -27.8% | -2.3% | -25.5% | -28.3% |
| 1Y | -43.2% | +6.1% | -49.3% | -44.6% |
| 3Y | +144.0% | -0.7% | +144.7% | +132.4% |
| All | +144.0% | +0.7% | +143.4% | +132.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling