+13.0%
HSY vs WY
-22.3%
+35.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.8% |
| 7D | -0.4% | -3.7% | +3.3% | +0.3% |
| 30D | -3.4% | -11.3% | +7.9% | -1.0% |
| 3M | -0.5% | -8.1% | +7.6% | +1.1% |
| 6M | -19.1% | -7.4% | -11.7% | -18.0% |
| YTD | -2.1% | -4.7% | +2.6% | -1.3% |
| 1Y | -3.2% | -9.2% | +6.0% | -1.7% |
| 3Y | -8.8% | -24.7% | +15.9% | -5.1% |
| 5Y | +13.0% | -21.6% | +34.5% | +15.7% |
| All | +13.0% | -22.3% | +35.3% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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