+1,233.5%
HSY vs NVMI
+1,976.9%
-743.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.6% |
| 7D | -3.0% | +6.9% | -9.9% | -3.1% |
| 30D | -5.0% | -2.8% | -2.2% | -5.0% |
| 3M | -1.3% | -27.3% | +26.0% | -0.9% |
| 6M | -21.5% | -13.7% | -7.8% | -21.5% |
| YTD | -3.3% | +13.8% | -17.1% | -3.9% |
| 1Y | -5.5% | +34.9% | -40.3% | -6.6% |
| 3Y | -9.9% | +213.5% | -223.5% | -13.3% |
| 5Y | +11.3% | +272.5% | -261.1% | +6.2% |
| 10Y | +128.1% | +3,142.4% | -3,014.4% | +107.2% |
| All | +1,233.5% | +1,976.9% | -743.5% | +1,023.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling