+17,845.4%
WDC vs HSY
+4,402.6%
+13,442.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +6.1% |
| 7D | +1.7% | -3.3% | +5.0% | +2.5% |
| 30D | -10.0% | -2.8% | -7.1% | -9.6% |
| 3M | -18.8% | -4.5% | -14.3% | -18.8% |
| 6M | +79.0% | -24.2% | +103.2% | +88.7% |
| YTD | +171.6% | -2.7% | +174.3% | +168.1% |
| 1Y | +417.4% | -3.7% | +421.1% | +409.8% |
| 3Y | +1,251.8% | -11.5% | +1,263.3% | +1,231.0% |
| 5Y | +911.7% | +10.3% | +901.4% | +823.9% |
| 10Y | +1,399.6% | +122.1% | +1,277.5% | +1,031.6% |
| All | +17,845.4% | +4,402.6% | +13,442.7% | +5,899.2% |
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