+578.8%
MS vs HSY
+122.5%
+456.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.7% | +3.8% |
| 7D | +0.7% | +1.3% | -0.6% | +0.3% |
| 30D | -0.9% | +6.6% | -7.5% | -2.9% |
| 3M | -13.0% | -4.1% | -8.9% | -12.3% |
| 6M | -2.0% | -5.2% | +3.3% | -1.5% |
| YTD | +7.8% | -2.5% | +10.3% | +6.2% |
| 1Y | +17.9% | +4.7% | +13.1% | +13.1% |
| 3Y | +174.8% | +0.6% | +174.2% | +158.0% |
| 5Y | +119.9% | +11.7% | +108.2% | +88.9% |
| 10Y | +578.8% | +120.0% | +458.9% | +403.9% |
| All | +578.8% | +122.5% | +456.3% | +403.9% |
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