-12.1%
WDAY vs HSY
+0.7%
-12.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.5% | +3.0% |
| 7D | +1.8% | -2.1% | +4.0% | +2.0% |
| 30D | +4.1% | +6.1% | -2.0% | +3.7% |
| 3M | -4.8% | -5.6% | +0.8% | -5.2% |
| 6M | +68.6% | -9.5% | +78.2% | +60.6% |
| YTD | -8.5% | -2.1% | -6.4% | -10.5% |
| 1Y | -12.1% | +0.8% | -12.9% | -14.2% |
| All | -12.1% | +0.7% | -12.8% | -14.2% |
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