+739.9%
MTZ vs HSY
+122.8%
+617.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +3.6% | -1.6% | +5.1% | +3.9% |
| 30D | -9.6% | -4.2% | -5.4% | -8.9% |
| 3M | -31.9% | -0.7% | -31.2% | -32.2% |
| 6M | -13.8% | -21.8% | +8.0% | -9.4% |
| YTD | +13.3% | -2.7% | +15.9% | +12.7% |
| 1Y | +39.3% | -4.8% | +44.1% | +39.0% |
| 3Y | +168.3% | -9.4% | +177.7% | +166.9% |
| 5Y | +166.4% | +11.3% | +155.1% | +136.5% |
| 10Y | +739.9% | +125.0% | +614.9% | +523.7% |
| All | +739.9% | +122.8% | +617.1% | +523.7% |
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 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