+76,578.9%
MU vs HSY
+4,411.2%
+72,167.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.6% | +8.8% | +6.9% |
| 7D | -12.0% | +1.3% | -13.4% | -12.5% |
| 30D | -28.7% | +6.6% | -35.3% | -30.3% |
| 3M | -16.4% | -4.1% | -12.3% | -16.3% |
| 6M | -1.8% | -5.2% | +3.4% | -2.7% |
| YTD | +157.1% | -2.5% | +159.6% | +151.1% |
| 1Y | +208.5% | +4.7% | +203.8% | +194.6% |
| 3Y | +906.2% | +0.6% | +905.6% | +838.8% |
| 5Y | +893.4% | +11.7% | +881.7% | +779.6% |
| 10Y | +4,271.9% | +120.0% | +4,151.9% | +2,975.8% |
| All | +76,578.9% | +4,411.2% | +72,167.6% | +16,366.6% |
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