+44.7%
WM vs HSY
-0.7%
+45.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | +0.1% | +0.3% |
| 7D | +1.2% | +3.8% | -2.7% | +0.4% |
| 30D | +13.7% | +6.9% | +6.8% | +12.3% |
| 3M | +5.2% | -4.1% | +9.3% | +5.8% |
| 6M | +11.2% | -5.0% | +16.2% | +11.8% |
| YTD | +9.4% | -2.3% | +11.7% | +9.2% |
| 1Y | +20.4% | +6.1% | +14.3% | +18.7% |
| All | +44.7% | -0.7% | +45.4% | +43.1% |
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