+88.4%
WAT vs HSY
0.0%
+88.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.6% | +6.8% | +4.7% |
| 7D | +6.0% | +1.3% | +4.7% | +5.7% |
| 30D | +9.9% | +6.6% | +3.3% | +8.2% |
| 3M | +17.2% | -4.1% | +21.3% | +18.1% |
| 6M | +34.2% | -5.2% | +39.5% | +35.1% |
| YTD | +25.5% | -2.5% | +28.1% | +24.1% |
| 1Y | +28.3% | +4.7% | +23.5% | +23.8% |
| 3Y | +88.4% | +0.6% | +87.8% | +82.4% |
| All | +88.4% | 0.0% | +88.4% | +82.4% |
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 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