+101.9%
WMT vs HSY
-9.3%
+111.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -7.4% | -5.2% | -2.2% | -6.7% |
| 3M | -10.9% | -3.4% | -7.5% | -10.5% |
| 6M | -12.7% | -19.2% | +6.5% | -10.5% |
| YTD | -3.2% | -2.6% | -0.6% | -2.5% |
| 1Y | +5.3% | -3.8% | +9.0% | +6.1% |
| 3Y | +101.9% | -10.6% | +112.5% | +105.7% |
| All | +101.9% | -9.3% | +111.2% | +105.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling