+770.0%
WDC vs HSY
-0.5%
+770.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.6% | -5.6% | -4.8% |
| 7D | +12.1% | -2.1% | +14.2% | +11.2% |
| 30D | -18.8% | +6.1% | -24.9% | -16.2% |
| 3M | -39.3% | -5.6% | -33.7% | -39.6% |
| 6M | -40.1% | -9.5% | -30.6% | -39.9% |
| YTD | +71.8% | -2.1% | +73.9% | +76.0% |
| 1Y | +88.5% | +0.8% | +87.7% | +94.3% |
| 3Y | +770.0% | -2.1% | +772.1% | +784.0% |
| All | +770.0% | -0.5% | +770.5% | +784.0% |
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