+14,159.6%
GWW vs HSY
+4,402.6%
+9,757.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.2% |
| 7D | +1.4% | -3.3% | +4.7% | +2.3% |
| 30D | +3.3% | -2.8% | +6.1% | +4.0% |
| 3M | +2.9% | -4.5% | +7.4% | +3.8% |
| 6M | +15.8% | -24.2% | +40.0% | +24.1% |
| YTD | +32.0% | -2.7% | +34.8% | +31.8% |
| 1Y | +29.9% | -3.7% | +33.6% | +29.7% |
| 3Y | +91.1% | -11.5% | +102.5% | +91.5% |
| 5Y | +223.9% | +10.3% | +213.6% | +204.8% |
| 10Y | +567.0% | +122.1% | +444.9% | +416.7% |
| All | +14,159.6% | +4,402.6% | +9,757.0% | +5,593.7% |
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