+124.4%
HSY vs WING
+620.3%
-495.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -2.1% | -2.5% | +0.4% | -2.0% |
| 30D | +6.1% | +29.5% | -23.4% | +3.7% |
| 3M | -5.6% | +40.2% | -45.8% | -8.6% |
| 6M | -9.5% | +32.7% | -42.3% | -12.3% |
| YTD | -2.1% | -32.8% | +30.7% | -0.4% |
| 1Y | +0.8% | -31.7% | +32.5% | +2.3% |
| 3Y | -2.1% | -24.7% | +22.6% | -5.5% |
| 5Y | +11.2% | -0.5% | +11.7% | +1.0% |
| All | +124.4% | +620.3% | -495.8% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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