+12.2%
HSY vs WWD
+191.3%
-179.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.4% |
| 7D | +1.1% | +3.7% | -2.6% | +0.9% |
| 30D | +7.7% | +1.8% | +5.9% | +7.5% |
| 3M | -2.3% | -5.0% | +2.7% | -2.0% |
| 6M | -5.3% | -8.4% | +3.1% | -5.0% |
| YTD | -0.9% | +12.3% | -13.2% | -2.1% |
| 1Y | +5.2% | +26.2% | -21.0% | +3.0% |
| 3Y | +0.7% | +154.6% | -153.8% | -8.0% |
| 5Y | +12.2% | +195.3% | -183.1% | -0.2% |
| All | +12.2% | +191.3% | -179.1% | -0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling