+153.3%
MP vs HSY
-11.4%
+164.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.5% |
| 7D | -2.9% | -3.3% | +0.4% | -2.6% |
| 30D | +13.8% | -2.8% | +16.6% | +14.0% |
| 3M | -16.7% | -4.5% | -12.2% | -16.5% |
| 6M | -11.5% | -24.2% | +12.7% | -7.4% |
| YTD | +7.9% | -2.7% | +10.7% | +6.9% |
| 1Y | -15.0% | -3.7% | -11.3% | -16.2% |
| All | +153.3% | -11.4% | +164.7% | +164.9% |
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