+0.1%
HSY vs IWD
+28.5%
-28.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -2.3% | +1.7% | -4.0% | -2.7% |
| 30D | +6.3% | +3.2% | +3.1% | +5.2% |
| 3M | -5.2% | +2.3% | -7.5% | -6.0% |
| 6M | -8.3% | +12.9% | -21.2% | -10.9% |
| YTD | -2.7% | +26.2% | -28.9% | -7.5% |
| 1Y | +0.1% | +28.3% | -28.1% | -5.3% |
| All | +0.1% | +28.5% | -28.4% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling