+9.9%
HSY vs WING
+8.7%
+1.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +0.4% |
| 7D | +3.8% | +5.0% | -1.1% | +3.6% |
| 30D | +6.9% | +38.7% | -31.8% | +5.6% |
| 3M | -4.1% | +44.7% | -48.8% | -5.4% |
| 6M | -5.0% | +31.5% | -36.5% | -6.1% |
| YTD | -2.3% | -28.4% | +26.1% | -2.1% |
| 1Y | +6.1% | -28.2% | +34.3% | +6.2% |
| 3Y | -0.7% | -18.4% | +17.7% | -3.5% |
| 5Y | +9.9% | +5.2% | +4.6% | -2.8% |
| All | +9.9% | +8.7% | +1.2% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling