+35.8%
MSCI vs HSY
-0.5%
+36.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.8% | +1.3% |
| 7D | +3.0% | -2.1% | +5.1% | +3.3% |
| 30D | +17.8% | +6.1% | +11.7% | +16.7% |
| 3M | +15.2% | -5.6% | +20.8% | +15.9% |
| 6M | +16.5% | -9.5% | +26.0% | +17.4% |
| YTD | +16.4% | -2.1% | +18.5% | +15.9% |
| 1Y | +16.8% | +0.8% | +16.0% | +15.8% |
| 3Y | +35.8% | -2.1% | +37.9% | +33.2% |
| All | +35.8% | -0.5% | +36.3% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling