+46.2%
WM vs HSY
+3.5%
+42.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.4% | -2.1% |
| 7D | +1.2% | +7.5% | -6.3% | -0.2% |
| 30D | +13.1% | +11.1% | +2.0% | +10.9% |
| 3M | +3.6% | -1.9% | +5.6% | +3.8% |
| 6M | +8.1% | -3.0% | +11.1% | +8.2% |
| YTD | +8.9% | 0.0% | +8.9% | +8.3% |
| 1Y | +20.3% | +9.4% | +10.9% | +18.0% |
| 3Y | +46.2% | +3.8% | +42.4% | +42.7% |
| All | +46.2% | +3.5% | +42.7% | +42.7% |
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