+272.3%
MTZ vs HSY
-0.5%
+272.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.8% | -1.1% |
| 7D | +5.0% | -2.1% | +7.1% | +4.6% |
| 30D | -6.0% | +6.1% | -12.1% | -4.8% |
| 3M | -36.1% | -5.6% | -30.5% | -36.4% |
| 6M | -56.9% | -9.5% | -47.3% | -57.1% |
| YTD | -15.9% | -2.1% | -13.8% | -14.6% |
| 1Y | -3.8% | +0.8% | -4.6% | -1.9% |
| 3Y | +272.3% | -2.1% | +274.4% | +273.2% |
| All | +272.3% | -0.5% | +272.7% | +273.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling