-4.8%
HSY vs IWD
+28.8%
-33.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | -1.6% | -0.2% | -1.4% | -1.5% |
| 30D | -4.2% | -0.8% | -3.4% | -4.0% |
| 3M | -0.7% | +8.0% | -8.8% | -2.9% |
| 6M | -21.8% | +18.2% | -40.0% | -25.8% |
| YTD | -2.7% | +22.3% | -25.0% | -9.5% |
| 1Y | -4.8% | +28.9% | -33.7% | -13.7% |
| All | -4.8% | +28.8% | -33.6% | -13.7% |
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