+842.8%
HSY vs WCN
+6,839.3%
-5,996.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.9% |
| 7D | -3.3% | -0.6% | -2.7% | -3.2% |
| 30D | -2.8% | +0.4% | -3.3% | -2.9% |
| 3M | -4.5% | +7.3% | -11.8% | -5.5% |
| 6M | -24.2% | -2.5% | -21.7% | -24.0% |
| YTD | -2.7% | -5.4% | +2.6% | -2.1% |
| 1Y | -3.7% | -8.5% | +4.7% | -2.6% |
| 3Y | -11.5% | +20.8% | -32.3% | -14.4% |
| 5Y | +10.3% | +30.0% | -19.7% | +5.2% |
| 10Y | +122.1% | +238.4% | -116.3% | +87.8% |
| All | +842.8% | +6,839.3% | -5,996.5% | +555.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling