+3,763.3%
MRK vs HSY
+4,405.8%
-642.4%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | -0.9% | -1.6% | +0.6% | -0.4% |
| 30D | +15.5% | -4.2% | +19.7% | +17.3% |
| 3M | +25.1% | -0.7% | +25.8% | +25.2% |
| 6M | +30.1% | -21.8% | +51.9% | +41.1% |
| YTD | +43.1% | -2.7% | +45.8% | +43.6% |
| 1Y | +82.5% | -4.8% | +87.3% | +84.3% |
| 3Y | +49.3% | -9.4% | +58.7% | +50.3% |
| 5Y | +130.3% | +11.3% | +119.0% | +114.2% |
| 10Y | +234.3% | +125.0% | +109.3% | +138.6% |
| All | +3,763.3% | +4,405.8% | -642.4% | +829.7% |
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