+8,627.7%
WFC vs HSY
+4,402.6%
+4,225.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.3% |
| 7D | +3.8% | -3.3% | +7.1% | +5.1% |
| 30D | +1.5% | -2.8% | +4.3% | +2.5% |
| 3M | +10.9% | -4.5% | +15.4% | +12.3% |
| 6M | +8.4% | -24.2% | +32.6% | +19.5% |
| YTD | -1.9% | -2.7% | +0.9% | -2.5% |
| 1Y | +12.3% | -3.7% | +16.1% | +11.6% |
| 3Y | +132.3% | -11.5% | +143.8% | +131.0% |
| 5Y | +130.1% | +10.3% | +119.7% | +105.2% |
| 10Y | +134.4% | +122.1% | +12.3% | +53.8% |
| All | +8,627.7% | +4,402.6% | +4,225.1% | +1,534.5% |
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