+100.0%
MSI vs HSY
+10.6%
+89.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.5% |
| 7D | -4.0% | -3.0% | -1.0% | -3.3% |
| 30D | -0.5% | -5.0% | +4.6% | +0.7% |
| 3M | +11.4% | -1.3% | +12.7% | +11.6% |
| 6M | +1.0% | -21.5% | +22.5% | +5.9% |
| YTD | +20.7% | -3.3% | +23.9% | +20.6% |
| 1Y | -2.7% | -5.5% | +2.8% | -2.5% |
| 3Y | +68.2% | -9.9% | +78.1% | +71.1% |
| 5Y | +100.0% | +11.3% | +88.6% | +81.6% |
| All | +100.0% | +10.6% | +89.4% | +81.6% |
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