+1,135.3%
MPC vs HSY
+131.3%
+1,004.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.4% | +2.0% | +2.9% |
| 7D | +2.6% | +1.1% | +1.5% | +2.1% |
| 30D | -12.2% | +7.7% | -19.9% | -14.8% |
| 3M | +20.1% | -2.3% | +22.4% | +20.5% |
| 6M | +60.6% | -5.3% | +65.9% | +61.9% |
| YTD | +150.6% | -0.9% | +151.5% | +146.0% |
| 1Y | +104.7% | +5.2% | +99.4% | +96.0% |
| 3Y | +194.5% | +0.7% | +193.7% | +177.5% |
| 5Y | +582.3% | +12.2% | +570.1% | +477.3% |
| 10Y | +1,135.3% | +131.1% | +1,004.2% | +792.6% |
| All | +1,135.3% | +131.3% | +1,004.0% | +792.6% |
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 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