+206.1%
MXL vs HSY
-8.8%
+214.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.3% | -2.7% |
| 7D | +16.6% | -0.4% | +17.0% | +16.6% |
| 30D | +0.5% | -3.4% | +3.9% | -0.4% |
| 3M | -3.6% | -0.5% | -3.1% | -2.9% |
| 6M | +328.0% | -19.1% | +347.2% | +324.3% |
| YTD | +297.8% | -2.1% | +299.9% | +303.2% |
| 1Y | +339.4% | -3.2% | +342.7% | +345.9% |
| All | +206.1% | -8.8% | +214.9% | +225.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling