+128.3%
WFC vs HSY
+10.6%
+117.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.6% | +2.0% |
| 7D | +0.4% | -3.0% | +3.4% | +0.7% |
| 30D | +2.5% | -5.0% | +7.5% | +2.8% |
| 3M | +10.0% | -1.3% | +11.3% | +10.0% |
| 6M | +15.1% | -21.5% | +36.6% | +16.9% |
| YTD | -2.2% | -3.3% | +1.1% | -2.4% |
| 1Y | +13.5% | -5.5% | +18.9% | +13.3% |
| 3Y | +135.2% | -9.9% | +145.2% | +137.4% |
| 5Y | +128.3% | +11.3% | +117.0% | +103.9% |
| All | +128.3% | +10.6% | +117.7% | +103.9% |
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