+2,417.1%
MSCI vs HSY
+594.2%
+1,822.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.2% |
| 7D | +0.4% | -3.3% | +3.7% | +1.8% |
| 30D | +0.6% | -2.8% | +3.4% | +1.7% |
| 3M | -7.1% | -4.5% | -2.6% | -5.5% |
| 6M | +0.8% | -24.2% | +25.1% | +12.4% |
| YTD | +1.0% | -2.7% | +3.7% | +0.6% |
| 1Y | +4.3% | -3.7% | +8.1% | +3.9% |
| 3Y | +9.9% | -11.5% | +21.4% | +10.5% |
| 5Y | -6.8% | +10.3% | -17.1% | -17.2% |
| 10Y | +614.7% | +122.1% | +492.5% | +350.8% |
| All | +2,417.1% | +594.2% | +1,822.9% | +706.3% |
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