+26,336.4%
WM vs HSY
+4,402.6%
+21,933.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.9% |
| 7D | -0.3% | -3.3% | +3.0% | +0.6% |
| 30D | -2.4% | -2.8% | +0.5% | -1.7% |
| 3M | +0.4% | -4.5% | +4.9% | +1.5% |
| 6M | -9.5% | -24.2% | +14.7% | -3.1% |
| YTD | +0.5% | -2.7% | +3.2% | +0.6% |
| 1Y | -1.1% | -3.7% | +2.6% | -0.9% |
| 3Y | +46.0% | -11.5% | +57.5% | +47.3% |
| 5Y | +51.8% | +10.3% | +41.5% | +44.1% |
| 10Y | +307.5% | +122.1% | +185.4% | +225.8% |
| All | +26,336.4% | +4,402.6% | +21,933.7% | +10,917.9% |
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