+2,715.8%
MSCI vs HSY
+614.0%
+2,101.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.6% | -2.4% |
| 7D | +2.8% | +7.5% | -4.7% | -0.2% |
| 30D | +15.4% | +11.1% | +4.4% | +10.4% |
| 3M | +13.4% | -1.9% | +15.3% | +14.1% |
| 6M | +10.9% | -3.0% | +13.9% | +11.7% |
| YTD | +13.0% | 0.0% | +12.9% | +11.1% |
| 1Y | +12.0% | +9.4% | +2.6% | +5.8% |
| 3Y | +34.1% | +3.8% | +30.3% | +25.0% |
| 5Y | +3.9% | +15.2% | -11.3% | -9.6% |
| 10Y | +802.0% | +126.9% | +675.2% | +464.1% |
| All | +2,715.8% | +614.0% | +2,101.9% | +790.1% |
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 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