+5,376.0%
WMB vs HSY
+4,402.6%
+973.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.4% |
| 7D | +0.6% | -3.3% | +3.9% | +1.5% |
| 30D | +3.3% | -2.8% | +6.1% | +4.0% |
| 3M | +3.1% | -4.5% | +7.6% | +3.9% |
| 6M | -0.7% | -24.2% | +23.5% | +6.3% |
| YTD | +25.2% | -2.7% | +27.9% | +24.8% |
| 1Y | +32.9% | -3.7% | +36.6% | +32.4% |
| 3Y | +140.6% | -11.5% | +152.0% | +140.2% |
| 5Y | +273.5% | +10.3% | +263.1% | +246.2% |
| 10Y | +334.2% | +122.1% | +212.1% | +230.1% |
| All | +5,376.0% | +4,402.6% | +973.4% | +1,708.1% |
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