+1,022.8%
NBIS vs HSY
-0.5%
+1,023.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -2.0% |
| 7D | -0.8% | +0.1% | -0.9% | -0.7% |
| 30D | -13.4% | -5.2% | -8.2% | -16.1% |
| 3M | +1.0% | -3.4% | +4.4% | +1.1% |
| 6M | +100.5% | -19.2% | +119.7% | +81.9% |
| YTD | +168.3% | -2.6% | +170.9% | +174.9% |
| 1Y | +151.8% | -3.8% | +155.5% | +156.7% |
| All | +1,022.8% | -0.5% | +1,023.3% | +1,219.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling