+662.1%
MU vs HSY
-3.3%
+665.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | +7.2% | -1.6% | +8.7% | +6.0% |
| 30D | +14.0% | -4.2% | +18.2% | +10.7% |
| 3M | +5.4% | -0.7% | +6.1% | +7.0% |
| 6M | +170.3% | -21.8% | +192.1% | +156.7% |
| YTD | +250.7% | -2.7% | +253.3% | +268.7% |
| 1Y | +662.1% | -4.8% | +666.9% | +723.8% |
| All | +662.1% | -3.3% | +665.4% | +723.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling