+282.4%
MXL vs HSY
+493.5%
-211.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.6% | +8.2% | +7.7% |
| 7D | +19.0% | -3.0% | +21.9% | +19.9% |
| 30D | +4.5% | -5.0% | +9.5% | +5.7% |
| 3M | -1.5% | -1.3% | -0.2% | -2.9% |
| 6M | +348.6% | -21.5% | +370.1% | +375.8% |
| YTD | +310.3% | -3.3% | +313.5% | +303.4% |
| 1Y | +344.7% | -5.5% | +350.2% | +339.0% |
| 3Y | +211.2% | -9.9% | +221.1% | +203.8% |
| 5Y | +34.8% | +11.3% | +23.5% | +14.3% |
| 10Y | +286.5% | +128.1% | +158.5% | +135.9% |
| All | +282.4% | +493.5% | -211.1% | +27.8% |
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