+0.1%
HSY vs WWD
+23.9%
-23.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.8% |
| 7D | -2.3% | +8.2% | -10.5% | -2.4% |
| 30D | +6.3% | -0.2% | +6.5% | +6.3% |
| 3M | -5.2% | -8.4% | +3.2% | -4.6% |
| 6M | -8.3% | -9.5% | +1.2% | -8.1% |
| YTD | -2.7% | +10.1% | -12.7% | -3.6% |
| 1Y | +0.1% | +21.6% | -21.4% | -1.8% |
| All | +0.1% | +23.9% | -23.8% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling