+127.8%
HSY vs WU
-39.5%
+167.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +2.0% | +1.4% |
| 7D | -0.4% | -5.0% | +4.6% | +0.5% |
| 30D | -3.4% | -2.3% | -1.2% | -3.1% |
| 3M | -0.5% | -3.2% | +2.7% | -0.6% |
| 6M | -19.1% | -25.0% | +5.9% | -15.3% |
| YTD | -2.1% | -21.7% | +19.6% | +1.6% |
| 1Y | -3.2% | -9.0% | +5.7% | -3.1% |
| 3Y | -8.8% | -28.9% | +20.1% | -4.9% |
| 5Y | +13.0% | -51.0% | +64.0% | +26.6% |
| All | +127.8% | -39.5% | +167.3% | +140.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling