+3,040.3%
HSY vs WWD
+15,408.5%
-12,368.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.2% |
| 7D | -3.3% | +1.3% | -4.6% | -3.4% |
| 30D | -2.8% | -7.2% | +4.3% | -2.1% |
| 3M | -4.5% | -3.8% | -0.6% | -4.3% |
| 6M | -24.2% | -9.9% | -14.3% | -23.7% |
| YTD | -2.7% | +14.8% | -17.6% | -4.9% |
| 1Y | -3.7% | +42.1% | -45.8% | -8.4% |
| 3Y | -11.5% | +170.8% | -182.3% | -22.9% |
| 5Y | +10.3% | +197.5% | -187.2% | -6.0% |
| 10Y | +122.1% | +477.8% | -355.7% | +69.6% |
| All | +3,040.3% | +15,408.5% | -12,368.2% | +1,917.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling