+1,315.7%
MU vs HSY
+10.4%
+1,305.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +5.8% |
| 7D | +9.0% | -3.3% | +12.3% | +8.0% |
| 30D | +13.8% | -2.8% | +16.6% | +13.0% |
| 3M | +2.1% | -4.5% | +6.6% | +2.1% |
| 6M | +153.8% | -24.2% | +178.0% | +145.9% |
| YTD | +256.4% | -2.7% | +259.1% | +259.0% |
| 1Y | +719.8% | -3.7% | +723.5% | +727.2% |
| 3Y | +1,360.4% | -11.5% | +1,371.8% | +1,375.9% |
| All | +1,315.7% | +10.4% | +1,305.3% | +1,380.1% |
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