+28,547.2%
WM vs HSY
+4,530.8%
+24,016.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.4% | -2.2% |
| 7D | +1.2% | +7.5% | -6.3% | -0.7% |
| 30D | +13.1% | +11.1% | +2.0% | +10.0% |
| 3M | +3.6% | -1.9% | +5.6% | +4.0% |
| 6M | +8.1% | -3.0% | +11.1% | +8.6% |
| YTD | +8.9% | 0.0% | +8.9% | +8.1% |
| 1Y | +20.3% | +9.4% | +10.9% | +16.6% |
| 3Y | +46.2% | +3.8% | +42.4% | +41.2% |
| 5Y | +59.9% | +15.2% | +44.7% | +50.0% |
| 10Y | +345.6% | +126.9% | +218.7% | +254.2% |
| All | +28,547.2% | +4,530.8% | +24,016.4% | +11,745.1% |
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 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