+492.6%
MTZ vs HSY
+122.5%
+370.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -2.6% | +11.2% | +9.0% |
| 7D | -2.4% | +1.3% | -3.7% | -2.9% |
| 30D | -11.1% | +6.6% | -17.7% | -12.5% |
| 3M | -30.6% | -4.1% | -26.5% | -30.3% |
| 6M | -54.4% | -5.2% | -49.1% | -54.3% |
| YTD | -13.0% | -2.5% | -10.5% | -13.7% |
| 1Y | -5.7% | +4.7% | -10.4% | -8.2% |
| 3Y | +297.2% | +0.6% | +296.6% | +277.4% |
| 5Y | +95.9% | +11.7% | +84.2% | +72.8% |
| 10Y | +492.6% | +120.0% | +372.7% | +333.6% |
| All | +492.6% | +122.5% | +370.1% | +333.6% |
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