+11.3%
HSY vs WWD
+191.3%
-179.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.7% |
| 6M | -21.5% | -12.0% | -9.5% | -21.0% |
| YTD | -3.3% | +12.0% | -15.3% | -4.4% |
| 1Y | -5.5% | +42.8% | -48.3% | -8.2% |
| 3Y | -9.9% | +168.9% | -178.9% | -18.3% |
| 5Y | +11.3% | +192.2% | -180.9% | -1.9% |
| All | +11.3% | +191.3% | -179.9% | -1.9% |
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 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