+11,850.9%
WDC vs HSY
+4,406.3%
+7,444.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.3% |
| 7D | +16.3% | -2.3% | +18.6% | +16.8% |
| 30D | -18.3% | +6.3% | -24.5% | -19.8% |
| 3M | -31.4% | -5.2% | -26.2% | -31.2% |
| 6M | -36.3% | -8.3% | -28.0% | -36.2% |
| YTD | +80.8% | -2.7% | +83.5% | +77.4% |
| 1Y | +87.7% | +0.1% | +87.6% | +82.7% |
| 3Y | +819.4% | -1.0% | +820.5% | +771.6% |
| 5Y | +583.2% | +10.6% | +572.6% | +519.9% |
| 10Y | +689.8% | +127.0% | +562.8% | +489.8% |
| All | +11,850.9% | +4,406.3% | +7,444.6% | +3,870.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling