+6,169.9%
MU vs HSY
+124.3%
+6,045.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +2.8% |
| 7D | +7.5% | -3.0% | +10.5% | +7.7% |
| 30D | +19.4% | -5.0% | +24.4% | +19.8% |
| 3M | +9.8% | -1.3% | +11.1% | +9.3% |
| 6M | +164.1% | -21.5% | +185.6% | +171.9% |
| YTD | +260.3% | -3.3% | +263.6% | +256.6% |
| 1Y | +661.2% | -5.5% | +666.7% | +654.7% |
| 3Y | +1,380.8% | -9.9% | +1,390.8% | +1,361.1% |
| 5Y | +1,346.4% | +11.3% | +1,335.0% | +1,163.1% |
| 10Y | +6,169.9% | +128.1% | +6,041.9% | +4,435.0% |
| All | +6,169.9% | +124.3% | +6,045.6% | +4,435.0% |
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