+124.4%
HSY vs WCN
+322.1%
-197.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.5% | +0.6% |
| 7D | -2.1% | +2.6% | -4.7% | -3.2% |
| 30D | +6.1% | +23.9% | -17.8% | -3.0% |
| 3M | -5.6% | +17.4% | -23.0% | -11.9% |
| 6M | -9.5% | +28.0% | -37.6% | -18.5% |
| YTD | -2.1% | +11.6% | -13.7% | -7.2% |
| 1Y | +0.8% | +16.9% | -16.1% | -6.4% |
| 3Y | -2.1% | +51.6% | -53.7% | -20.9% |
| 5Y | +11.2% | +48.0% | -36.7% | -10.4% |
| All | +124.4% | +322.1% | -197.6% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling