+106,206.6%
MU vs HSY
+4,402.6%
+101,804.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.4% |
| 7D | +9.0% | -3.3% | +12.3% | +9.9% |
| 30D | +13.8% | -2.8% | +16.6% | +14.5% |
| 3M | +2.1% | -4.5% | +6.6% | +1.9% |
| 6M | +153.8% | -24.2% | +178.0% | +168.8% |
| YTD | +256.4% | -2.7% | +259.1% | +250.7% |
| 1Y | +719.8% | -3.7% | +723.5% | +704.8% |
| 3Y | +1,360.4% | -11.5% | +1,371.8% | +1,327.6% |
| 5Y | +1,312.4% | +10.3% | +1,302.1% | +1,162.7% |
| 10Y | +6,142.6% | +122.1% | +6,020.4% | +4,303.7% |
| All | +106,206.6% | +4,402.6% | +101,804.0% | +22,896.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling