+583.2%
WDC vs HSY
+9.9%
+573.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -1.1% |
| 7D | +16.3% | -2.3% | +18.6% | +15.6% |
| 30D | -18.3% | +6.3% | -24.5% | -16.6% |
| 3M | -31.4% | -5.2% | -26.2% | -31.6% |
| 6M | -36.3% | -8.3% | -28.0% | -36.0% |
| YTD | +80.8% | -2.7% | +83.5% | +82.9% |
| 1Y | +87.7% | +0.1% | +87.6% | +90.2% |
| 3Y | +819.4% | -1.0% | +820.5% | +824.0% |
| 5Y | +583.2% | +10.6% | +572.6% | +503.1% |
| All | +583.2% | +9.9% | +573.3% | +503.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling