+18.9%
NET vs HSY
-2.4%
+21.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.2% | -6.7% | -0.3% |
| 7D | -16.4% | +6.6% | -22.9% | -12.9% |
| 30D | -25.8% | +8.4% | -34.2% | -22.4% |
| 3M | -11.5% | -1.8% | -9.8% | -10.8% |
| 6M | +18.9% | -2.6% | +21.5% | +19.7% |
| All | +18.9% | -2.4% | +21.3% | +19.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling