+477.8%
MTSI vs HSY
+121.1%
+356.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.6% |
| 7D | -3.8% | +3.8% | -7.7% | -4.3% |
| 30D | -31.4% | +6.9% | -38.3% | -32.2% |
| 3M | -23.8% | -4.1% | -19.7% | -23.6% |
| 6M | -37.1% | -5.0% | -32.1% | -37.1% |
| YTD | +32.2% | -2.3% | +34.5% | +31.4% |
| 1Y | +26.9% | +6.1% | +20.8% | +24.0% |
| 3Y | +193.7% | -0.7% | +194.4% | +184.4% |
| 5Y | +218.0% | +9.9% | +208.2% | +185.0% |
| 10Y | +477.8% | +127.8% | +349.9% | +356.9% |
| All | +477.8% | +121.1% | +356.7% | +356.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling