+150.3%
HSY vs WING
+637.7%
-487.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.5% | +2.7% | -1.4% |
| 7D | -2.3% | -3.9% | +1.6% | -2.1% |
| 30D | +6.3% | +26.6% | -20.4% | +4.0% |
| 3M | -5.2% | +42.5% | -47.7% | -8.4% |
| 6M | -8.3% | +29.4% | -37.7% | -11.0% |
| YTD | -2.7% | -32.8% | +30.1% | -0.9% |
| 1Y | +0.1% | -33.5% | +33.6% | +2.0% |
| 3Y | -1.0% | -23.4% | +22.3% | -4.4% |
| 5Y | +10.6% | -0.4% | +11.1% | +0.6% |
| 10Y | +127.0% | +647.8% | -520.8% | +51.3% |
| All | +150.3% | +637.7% | -487.5% | +64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling