+3,101.0%
MPC vs HSY
+344.8%
+2,756.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.7% |
| 7D | +5.4% | -3.3% | +8.7% | +6.8% |
| 30D | +31.0% | -2.8% | +33.8% | +32.3% |
| 3M | +46.0% | -4.5% | +50.5% | +47.7% |
| 6M | +77.3% | -24.2% | +101.5% | +95.6% |
| YTD | +141.9% | -2.7% | +144.6% | +140.2% |
| 1Y | +120.9% | -3.7% | +124.7% | +119.1% |
| 3Y | +182.7% | -11.5% | +194.2% | +183.7% |
| 5Y | +646.4% | +10.3% | +636.1% | +547.3% |
| 10Y | +1,138.7% | +122.1% | +1,016.6% | +685.6% |
| All | +3,101.0% | +344.8% | +2,756.2% | +874.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling