+62.1%
WM vs HSY
+9.9%
+52.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +2.1% |
| 7D | +1.2% | -2.3% | +3.5% | +1.8% |
| 30D | +15.2% | +6.3% | +9.0% | +13.4% |
| 3M | +8.3% | -5.2% | +13.5% | +9.6% |
| 6M | +13.1% | -8.3% | +21.4% | +15.1% |
| YTD | +12.5% | -2.7% | +15.2% | +12.2% |
| 1Y | +21.8% | +0.1% | +21.6% | +20.5% |
| 3Y | +48.8% | -1.0% | +49.8% | +44.8% |
| 5Y | +62.1% | +10.6% | +51.5% | +41.8% |
| All | +62.1% | +9.9% | +52.2% | +41.8% |
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