-18.3%
WDAY vs HSY
-3.8%
-14.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.8% | -0.5% |
| 7D | -10.5% | -0.4% | -10.1% | -10.6% |
| 30D | +2.1% | -3.4% | +5.6% | +2.2% |
| 3M | +34.6% | -0.5% | +35.1% | +34.9% |
| 6M | +29.9% | -19.1% | +49.0% | +22.7% |
| YTD | -13.8% | -2.1% | -11.8% | -15.9% |
| 1Y | -18.3% | -3.2% | -15.0% | -19.5% |
| All | -18.3% | -3.8% | -14.5% | -19.5% |
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