+326.1%
HWM vs HSY
+3.5%
+322.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.4% | +2.1% | +2.5% |
| 7D | +3.4% | +7.5% | -4.1% | +3.8% |
| 30D | -7.5% | +11.1% | -18.6% | -6.9% |
| 3M | -28.9% | -1.9% | -26.9% | -28.8% |
| 6M | -19.6% | -3.0% | -16.6% | -19.4% |
| YTD | +0.6% | 0.0% | +0.6% | +1.7% |
| 1Y | +0.3% | +9.4% | -9.1% | +2.3% |
| 3Y | +326.1% | +3.8% | +322.4% | +330.7% |
| All | +326.1% | +3.5% | +322.6% | +330.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling