+58.1%
MP vs HSY
+10.4%
+47.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.4% |
| 7D | -2.9% | -3.3% | +0.4% | -2.7% |
| 30D | +13.8% | -2.8% | +16.6% | +13.9% |
| 3M | -16.7% | -4.5% | -12.2% | -16.6% |
| 6M | -11.5% | -24.2% | +12.7% | -8.9% |
| YTD | +7.9% | -2.7% | +10.7% | +7.4% |
| 1Y | -15.0% | -3.7% | -11.3% | -15.7% |
| 3Y | +153.5% | -11.5% | +165.0% | +146.8% |
| All | +58.1% | +10.4% | +47.8% | +85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling