+29,154.7%
WM vs HSY
+4,513.9%
+24,640.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.7% |
| 7D | +4.5% | +10.7% | -6.2% | +1.7% |
| 30D | +16.1% | +10.3% | +5.7% | +13.1% |
| 3M | +8.0% | -0.4% | +8.5% | +8.1% |
| 6M | +8.4% | -2.5% | +11.0% | +8.8% |
| YTD | +11.2% | -0.3% | +11.5% | +10.5% |
| 1Y | +22.3% | +7.6% | +14.7% | +19.1% |
| 3Y | +50.2% | +3.2% | +47.0% | +45.4% |
| 5Y | +63.3% | +14.7% | +48.5% | +53.3% |
| 10Y | +355.0% | +126.0% | +229.0% | +262.0% |
| All | +29,154.7% | +4,513.9% | +24,640.8% | +12,008.5% |
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