+32.6%
NET vs HSY
+12.2%
+20.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.2% | -6.7% | -1.8% |
| 7D | -16.4% | +6.6% | -22.9% | -15.2% |
| 30D | -25.8% | +8.4% | -34.2% | -24.6% |
| 3M | -11.5% | -1.8% | -9.8% | -11.3% |
| 6M | +18.9% | -2.6% | +21.5% | +19.0% |
| YTD | +35.2% | -2.0% | +37.2% | +35.4% |
| 1Y | +14.5% | +8.3% | +6.1% | +15.5% |
| 3Y | +313.8% | +1.5% | +312.3% | +312.9% |
| 5Y | +32.6% | +12.9% | +19.7% | +78.6% |
| All | +32.6% | +12.2% | +20.3% | +78.6% |
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