-4.4%
HSY vs WWD
+42.4%
-46.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -3.0% | +0.6% | -3.6% | -3.0% |
| 30D | -5.0% | -5.1% | +0.1% | -4.7% |
| 3M | -1.3% | -11.2% | +9.9% | -0.9% |
| 6M | -21.5% | -12.0% | -9.5% | -21.0% |
| YTD | -3.3% | +12.0% | -15.3% | -4.3% |
| All | -4.4% | +42.4% | -46.8% | -6.9% |
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