+11.4%
HSY vs WSM
+163.9%
-152.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.5% |
| 7D | -2.1% | 0.0% | -2.1% | -2.1% |
| 30D | +6.1% | +5.1% | +1.0% | +5.8% |
| 3M | -5.6% | +5.1% | -10.7% | -5.9% |
| 6M | -9.5% | +48.6% | -58.1% | -11.3% |
| YTD | -2.1% | +44.2% | -46.3% | -4.0% |
| 1Y | +0.8% | +38.1% | -37.3% | -1.0% |
| 3Y | -2.1% | +257.2% | -259.4% | -8.6% |
| All | +11.4% | +163.9% | -152.5% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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