+34.7%
WAT vs HSY
-5.5%
+40.2%
-31.3%
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 | -1.8% | -3.0% | +1.2% | -1.5% |
| 30D | -1.7% | -5.0% | +3.3% | -1.3% |
| 3M | +9.1% | -1.3% | +10.4% | +9.1% |
| 6M | +32.4% | -21.5% | +53.9% | +36.1% |
| YTD | +6.6% | -3.3% | +9.8% | +5.1% |
| 1Y | +34.7% | -5.5% | +40.2% | +32.2% |
| All | +34.7% | -5.5% | +40.2% | +32.2% |
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