+327.1%
NET vs HSY
-11.4%
+338.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -2.2% |
| 7D | -7.0% | -3.3% | -3.7% | -7.7% |
| 30D | -4.8% | -2.8% | -2.0% | -5.4% |
| 3M | +3.8% | -4.5% | +8.3% | +2.9% |
| 6M | +50.0% | -24.2% | +74.3% | +41.3% |
| YTD | +41.5% | -2.7% | +44.2% | +41.0% |
| 1Y | +32.8% | -3.7% | +36.6% | +32.8% |
| All | +327.1% | -11.4% | +338.5% | +372.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling