-10.6%
HSY vs NVMI
+207.9%
-218.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.5% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | -5.2% | -8.4% | +3.2% | -5.5% |
| 3M | -3.4% | -33.6% | +30.2% | -4.8% |
| 6M | -19.2% | -14.7% | -4.5% | -19.7% |
| YTD | -2.6% | +13.2% | -15.9% | -2.4% |
| 1Y | -3.8% | +29.0% | -32.8% | -3.1% |
| 3Y | -10.6% | +215.0% | -225.6% | -12.2% |
| All | -10.6% | +207.9% | -218.5% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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