+211.0%
WELL vs HSY
+13.1%
+197.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | -1.3% | -1.6% | +0.2% | -1.0% |
| 30D | +0.5% | -4.2% | +4.7% | +1.3% |
| 3M | +19.1% | -0.7% | +19.8% | +19.1% |
| 6M | +17.0% | -21.8% | +38.8% | +21.9% |
| YTD | +29.2% | -2.7% | +31.9% | +29.4% |
| 1Y | +42.1% | -4.8% | +47.0% | +42.8% |
| 3Y | +204.5% | -9.4% | +213.9% | +207.8% |
| 5Y | +211.0% | +11.3% | +199.7% | +183.8% |
| All | +211.0% | +13.1% | +197.8% | +183.8% |
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 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