+378.6%
HSY vs WPM
+5,046.3%
-4,667.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.6% |
| 7D | -2.1% | -3.6% | +1.4% | -2.0% |
| 30D | +6.1% | +1.4% | +4.7% | +5.9% |
| 3M | -5.6% | -0.2% | -5.5% | -5.8% |
| 6M | -9.5% | -7.3% | -2.2% | -9.5% |
| YTD | -2.1% | +12.3% | -14.4% | -3.6% |
| 1Y | +0.8% | +24.9% | -24.1% | -1.5% |
| 3Y | -2.1% | +210.4% | -212.5% | -10.3% |
| 5Y | +11.2% | +210.4% | -199.1% | +1.4% |
| 10Y | +128.3% | +731.7% | -603.4% | +94.0% |
| All | +378.6% | +5,046.3% | -4,667.7% | +280.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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