+221.8%
GWW vs HSY
+12.8%
+209.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.8% |
| 7D | -3.1% | -0.4% | -2.7% | -3.1% |
| 30D | -2.3% | -3.4% | +1.1% | -1.7% |
| 3M | -3.3% | -0.5% | -2.8% | -3.5% |
| 6M | +15.4% | -19.1% | +34.5% | +20.3% |
| YTD | +26.7% | -2.1% | +28.8% | +26.3% |
| 1Y | +29.0% | -3.2% | +32.2% | +28.6% |
| 3Y | +89.0% | -8.8% | +97.8% | +92.3% |
| 5Y | +221.8% | +13.0% | +208.8% | +210.6% |
| All | +221.8% | +12.8% | +209.0% | +210.6% |
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 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