-88.9%
MSTU vs HSY
+0.7%
-89.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.6% | -5.6% | -4.8% |
| 7D | -25.8% | -2.1% | -23.7% | -26.6% |
| 30D | -43.9% | +6.1% | -50.0% | -42.0% |
| 3M | +2.9% | -5.6% | +8.5% | +0.9% |
| 6M | -75.5% | -9.5% | -66.0% | -77.0% |
| YTD | -76.7% | -2.1% | -74.6% | -73.9% |
| 1Y | -88.9% | +0.8% | -89.7% | -86.7% |
| All | -88.9% | +0.7% | -89.7% | -86.7% |
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 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