+1,098.3%
MPC vs HSY
+121.1%
+977.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -8.8% | +3.8% | -12.7% | -10.2% |
| 30D | -14.4% | +6.9% | -21.3% | -16.7% |
| 3M | +21.9% | -4.1% | +26.0% | +23.1% |
| 6M | +60.1% | -5.0% | +65.1% | +61.2% |
| YTD | +142.3% | -2.3% | +144.6% | +139.0% |
| 1Y | +101.7% | +6.1% | +95.6% | +92.3% |
| 3Y | +184.8% | -0.7% | +185.4% | +169.6% |
| 5Y | +564.6% | +9.9% | +554.7% | +467.3% |
| 10Y | +1,098.3% | +127.8% | +970.5% | +767.9% |
| All | +1,098.3% | +121.1% | +977.2% | +767.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling