+70.7%
MSFU vs HSY
-13.9%
+84.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | -2.3% | -3.0% | +0.6% | -2.4% |
| 30D | -6.3% | -5.0% | -1.2% | -6.4% |
| 3M | +40.0% | -1.3% | +41.3% | +39.7% |
| 6M | +30.1% | -21.5% | +51.6% | +29.5% |
| YTD | -10.3% | -3.3% | -7.1% | -11.7% |
| 1Y | -19.0% | -5.5% | -13.5% | -20.1% |
| 3Y | +25.8% | -9.9% | +35.7% | +28.9% |
| All | +70.7% | -13.9% | +84.6% | +79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling