-3.8%
HSY vs NVS
+10.8%
-14.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +0.1% | -14.3% | +14.4% | +3.6% |
| 30D | -5.2% | -10.0% | +4.8% | -3.6% |
| 3M | -3.4% | -10.9% | +7.5% | -1.6% |
| 6M | -19.2% | -12.0% | -7.2% | -17.4% |
| YTD | -2.6% | +2.5% | -5.1% | -3.9% |
| 1Y | -3.8% | +10.7% | -14.5% | -7.8% |
| All | -3.8% | +10.8% | -14.6% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling