+36.6%
WAT vs HSY
-3.5%
+40.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.9% |
| 7D | -1.3% | -3.3% | +2.0% | -1.0% |
| 30D | +2.3% | -2.8% | +5.2% | +2.6% |
| 3M | +8.7% | -4.5% | +13.2% | +9.2% |
| 6M | +28.3% | -24.2% | +52.5% | +32.7% |
| YTD | +7.8% | -2.7% | +10.5% | +6.2% |
| 1Y | +36.6% | -3.7% | +40.3% | +33.0% |
| All | +36.6% | -3.5% | +40.1% | +33.0% |
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