+611.5%
MSCI vs HSY
+130.0%
+481.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.7% |
| 7D | -4.7% | -0.4% | -4.3% | -4.6% |
| 30D | -2.2% | -3.4% | +1.3% | -0.9% |
| 3M | -9.7% | -0.5% | -9.2% | -9.7% |
| 6M | +0.3% | -19.1% | +19.4% | +7.8% |
| YTD | -3.5% | -2.1% | -1.4% | -4.2% |
| 1Y | -1.4% | -3.2% | +1.9% | -2.0% |
| 3Y | +6.6% | -8.8% | +15.4% | +6.2% |
| 5Y | -10.9% | +13.0% | -23.9% | -22.6% |
| All | +611.5% | +130.0% | +481.5% | +401.1% |
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