+30.2%
HWM vs HSY
-5.5%
+35.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.5% |
| 7D | -8.0% | -3.0% | -5.1% | -7.9% |
| 30D | -18.0% | -5.0% | -13.0% | -17.9% |
| 3M | -9.5% | -1.3% | -8.2% | -9.6% |
| 6M | -8.4% | -21.5% | +13.1% | -6.8% |
| YTD | +13.6% | -3.3% | +16.9% | +16.0% |
| 1Y | +30.2% | -5.5% | +35.7% | +33.4% |
| All | +30.2% | -5.5% | +35.8% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling