+40.4%
MSTR vs HSY
+11.0%
+29.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.4% |
| 7D | -13.4% | -2.1% | -11.3% | -13.6% |
| 30D | -22.1% | +6.1% | -28.2% | -21.5% |
| 3M | +15.0% | -5.6% | +20.6% | +14.4% |
| 6M | -37.3% | -9.5% | -27.8% | -37.9% |
| YTD | -26.5% | -2.1% | -24.4% | -26.3% |
| 1Y | -46.5% | +0.8% | -47.3% | -46.2% |
| 3Y | +121.1% | -2.1% | +123.2% | +121.3% |
| All | +40.4% | +11.0% | +29.4% | +65.2% |
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