+203.3%
WELL vs HSY
-10.5%
+213.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.9% |
| 7D | -0.8% | -3.3% | +2.5% | -0.3% |
| 30D | -0.1% | -2.8% | +2.7% | +0.3% |
| 3M | +18.0% | -4.5% | +22.5% | +18.7% |
| 6M | +15.0% | -24.2% | +39.2% | +18.8% |
| YTD | +28.6% | -2.7% | +31.3% | +29.1% |
| 1Y | +42.9% | -3.7% | +46.7% | +43.5% |
| All | +203.3% | -10.5% | +213.8% | +215.0% |
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