+1,106.2%
MPC vs HSY
+122.5%
+983.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.6% | +7.2% | +5.5% |
| 7D | -9.4% | +1.3% | -10.7% | -10.0% |
| 30D | -14.3% | +6.6% | -20.9% | -16.5% |
| 3M | +31.1% | -4.1% | +35.2% | +32.4% |
| 6M | +60.3% | -5.2% | +65.5% | +61.4% |
| YTD | +142.5% | -2.5% | +145.1% | +139.5% |
| 1Y | +104.6% | +4.7% | +99.8% | +96.0% |
| 3Y | +191.7% | +0.6% | +191.1% | +174.3% |
| 5Y | +549.2% | +11.7% | +537.5% | +448.4% |
| 10Y | +1,106.2% | +120.0% | +986.2% | +757.0% |
| All | +1,106.2% | +122.5% | +983.7% | +757.0% |
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