+276.8%
WMB vs HSY
+13.1%
+263.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.2% |
| 7D | +0.6% | -3.3% | +3.9% | +0.7% |
| 30D | +3.3% | -2.8% | +6.1% | +3.4% |
| 3M | +3.1% | -4.5% | +7.6% | +3.3% |
| 6M | -0.7% | -24.2% | +23.5% | +0.9% |
| YTD | +25.2% | -2.7% | +27.9% | +25.2% |
| 1Y | +32.9% | -3.7% | +36.6% | +33.0% |
| 3Y | +140.6% | -11.5% | +152.0% | +147.0% |
| All | +276.8% | +13.1% | +263.7% | +266.8% |
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