+10,726.6%
WAT vs HSY
+2,153.2%
+8,573.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.7% |
| 7D | -1.3% | -3.3% | +2.0% | -0.4% |
| 30D | +2.3% | -2.8% | +5.2% | +3.1% |
| 3M | +8.7% | -4.5% | +13.2% | +9.7% |
| 6M | +28.3% | -24.2% | +52.5% | +37.1% |
| YTD | +7.8% | -2.7% | +10.5% | +7.5% |
| 1Y | +36.6% | -3.7% | +40.3% | +36.4% |
| 3Y | +45.7% | -11.5% | +57.1% | +47.1% |
| 5Y | -3.3% | +10.3% | -13.7% | -8.3% |
| 10Y | +162.1% | +122.1% | +40.0% | +107.6% |
| All | +10,726.6% | +2,153.2% | +8,573.4% | +5,176.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling