+18,665.9%
WELL vs HSY
+4,402.6%
+14,263.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.7% |
| 7D | -0.8% | -3.3% | +2.5% | +0.1% |
| 30D | -0.1% | -2.8% | +2.7% | +0.7% |
| 3M | +18.0% | -4.5% | +22.5% | +19.4% |
| 6M | +15.0% | -24.2% | +39.2% | +23.8% |
| YTD | +28.6% | -2.7% | +31.3% | +28.8% |
| 1Y | +42.9% | -3.7% | +46.7% | +43.1% |
| 3Y | +203.0% | -11.5% | +214.5% | +205.3% |
| 5Y | +206.9% | +10.3% | +196.5% | +187.6% |
| 10Y | +339.5% | +122.1% | +217.4% | +249.0% |
| All | +18,665.9% | +4,402.6% | +14,263.2% | +9,952.2% |
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