+36.5%
WELL vs HSY
+10.7%
+25.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.2% | -1.3% | +1.7% |
| 7D | +9.2% | +6.6% | +2.6% | +7.3% |
| 30D | +10.6% | +8.4% | +2.3% | +8.3% |
| 3M | +7.5% | -1.8% | +9.3% | +7.8% |
| 6M | +15.0% | -2.6% | +17.7% | +15.7% |
| YTD | +35.0% | -2.0% | +37.0% | +33.3% |
| 1Y | +36.5% | +8.3% | +28.2% | +30.8% |
| All | +36.5% | +10.7% | +25.8% | +30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling