+642.2%
MPC vs HSY
+10.4%
+631.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.4% |
| 7D | +5.4% | -3.3% | +8.7% | +5.8% |
| 30D | +31.0% | -2.8% | +33.8% | +31.3% |
| 3M | +46.0% | -4.5% | +50.5% | +46.5% |
| 6M | +77.3% | -24.2% | +101.5% | +82.9% |
| YTD | +141.9% | -2.7% | +144.6% | +141.4% |
| 1Y | +120.9% | -3.7% | +124.7% | +120.6% |
| 3Y | +182.7% | -11.5% | +194.2% | +184.9% |
| All | +642.2% | +10.4% | +631.8% | +611.6% |
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