+844.5%
MSCI vs HSY
+128.6%
+715.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.5% | +0.8% |
| 7D | +2.7% | -2.1% | +4.8% | +3.5% |
| 30D | +17.4% | +6.1% | +11.3% | +14.7% |
| 3M | +14.8% | -5.6% | +20.5% | +17.1% |
| 6M | +16.1% | -9.5% | +25.7% | +20.0% |
| YTD | +16.0% | -2.1% | +18.1% | +15.0% |
| 1Y | +16.4% | +0.8% | +15.7% | +14.0% |
| 3Y | +35.3% | -2.1% | +37.5% | +30.0% |
| 5Y | +6.6% | +11.2% | -4.6% | -6.9% |
| All | +844.5% | +128.6% | +715.9% | +517.5% |
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