-58.6%
MSTR vs HSY
-3.3%
-55.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.4% |
| 7D | +9.3% | -1.6% | +10.9% | +9.1% |
| 30D | +36.5% | -4.2% | +40.7% | +35.9% |
| 3M | +7.3% | -0.7% | +8.0% | +7.7% |
| 6M | +2.2% | -21.8% | +24.0% | -0.5% |
| YTD | -10.2% | -2.7% | -7.5% | -11.7% |
| 1Y | -58.6% | -4.8% | -53.8% | -57.8% |
| All | -58.6% | -3.3% | -55.3% | -57.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling