+4,329.4%
HSY vs NYT
+758.3%
+3,571.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | -5.2% | +4.6% | -9.8% | -5.7% |
| 3M | -3.4% | -9.6% | +6.2% | -2.3% |
| 6M | -19.2% | -14.0% | -5.2% | -17.8% |
| YTD | -2.6% | -2.8% | +0.2% | -2.6% |
| 1Y | -3.8% | +15.6% | -19.4% | -6.0% |
| 3Y | -10.6% | +56.3% | -66.9% | -16.8% |
| 5Y | +12.3% | +39.5% | -27.2% | +4.4% |
| 10Y | +129.6% | +488.0% | -358.5% | +70.0% |
| All | +4,329.4% | +758.3% | +3,571.0% | +2,288.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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