+1,359.8%
WDC vs HSY
-9.5%
+1,369.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.1% | +2.2% |
| 7D | +6.0% | -1.6% | +7.5% | +5.5% |
| 30D | +9.9% | -4.2% | +14.2% | +8.6% |
| 3M | -9.4% | -0.7% | -8.7% | -8.9% |
| 6M | +94.7% | -21.8% | +116.5% | +89.3% |
| YTD | +177.4% | -2.7% | +180.0% | +179.6% |
| 1Y | +412.6% | -4.8% | +417.4% | +418.3% |
| 3Y | +1,359.8% | -9.4% | +1,369.1% | +1,432.0% |
| All | +1,359.8% | -9.5% | +1,369.3% | +1,432.0% |
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