-86.8%
MSTU vs HSY
-7.0%
-79.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.1% | -8.7% | -8.6% |
| 7D | +16.1% | -1.6% | +17.7% | +15.5% |
| 30D | +68.7% | -4.2% | +72.9% | +65.7% |
| 3M | -11.0% | -0.7% | -10.3% | -11.1% |
| 6M | -33.4% | -21.8% | -11.6% | -41.2% |
| YTD | -59.5% | -2.7% | -56.8% | -58.2% |
| 1Y | -93.4% | -4.8% | -88.5% | -93.2% |
| All | -86.8% | -7.0% | -79.8% | -85.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling