+4,328.1%
HSY vs WY
+676.8%
+3,651.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.4% |
| 7D | -1.6% | -2.1% | +0.5% | -1.1% |
| 30D | -4.2% | -10.5% | +6.2% | -2.0% |
| 3M | -0.7% | -4.9% | +4.1% | +0.2% |
| 6M | -21.8% | -4.9% | -16.9% | -21.1% |
| YTD | -2.7% | -1.7% | -1.0% | -2.6% |
| 1Y | -4.8% | -9.4% | +4.6% | -3.3% |
| 3Y | -9.4% | -22.3% | +12.9% | -5.8% |
| 5Y | +11.3% | -20.5% | +31.8% | +13.4% |
| 10Y | +125.0% | +4.9% | +120.1% | +105.4% |
| All | +4,328.1% | +676.8% | +3,651.3% | +2,042.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling