+847.8%
MU vs HSY
+14.9%
+833.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.8% | +5.2% |
| 7D | -22.0% | +7.5% | -29.5% | -19.8% |
| 30D | -36.6% | +11.1% | -47.6% | -34.0% |
| 3M | -21.7% | -1.9% | -19.8% | -21.3% |
| 6M | +3.5% | -3.0% | +6.5% | +5.3% |
| YTD | +141.9% | 0.0% | +141.9% | +148.2% |
| 1Y | +189.8% | +9.4% | +180.4% | +201.1% |
| 3Y | +855.4% | +3.8% | +851.6% | +880.5% |
| All | +847.8% | +14.9% | +833.0% | +925.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling