+375.5%
HSY vs WPM
+5,967.5%
-5,592.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | -3.3% | +1.1% | -4.4% | -3.4% |
| 30D | -2.8% | +26.4% | -29.2% | -4.3% |
| 3M | -4.5% | +20.8% | -25.3% | -5.8% |
| 6M | -24.2% | +1.1% | -25.3% | -24.6% |
| YTD | -2.7% | +32.5% | -35.2% | -5.0% |
| 1Y | -3.7% | +51.5% | -55.3% | -6.9% |
| 3Y | -11.5% | +267.0% | -278.5% | -19.6% |
| 5Y | +10.3% | +250.1% | -239.8% | -0.1% |
| 10Y | +122.1% | +540.4% | -418.2% | +91.3% |
| All | +375.5% | +5,967.5% | -5,592.0% | +274.4% |
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