+1,119.4%
NBIS vs HSY
-0.6%
+1,120.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.1% | +7.7% | +7.8% |
| 7D | +22.2% | -1.6% | +23.8% | +21.0% |
| 30D | +29.7% | -4.2% | +34.0% | +26.2% |
| 3M | +11.9% | -0.7% | +12.6% | +13.6% |
| 6M | +173.0% | -21.8% | +194.8% | +142.9% |
| YTD | +191.4% | -2.7% | +194.0% | +198.4% |
| 1Y | +280.7% | -4.8% | +285.5% | +284.9% |
| All | +1,119.4% | -0.6% | +1,120.0% | +1,331.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling