+8,919.3%
WMT vs HSY
+4,405.8%
+4,513.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +0.1% | -1.6% | +1.7% | +0.6% |
| 30D | -5.0% | -4.2% | -0.7% | -3.7% |
| 3M | -11.3% | -0.7% | -10.6% | -11.2% |
| 6M | -13.8% | -21.8% | +8.0% | -7.5% |
| YTD | -4.2% | -2.7% | -1.5% | -4.0% |
| 1Y | +4.6% | -4.8% | +9.4% | +5.2% |
| 3Y | +100.5% | -9.4% | +109.8% | +100.5% |
| 5Y | +129.7% | +11.3% | +118.4% | +114.4% |
| 10Y | +423.4% | +125.0% | +298.4% | +283.9% |
| All | +8,919.3% | +4,405.8% | +4,513.5% | +1,778.1% |
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