+1,449.6%
NET vs HSY
+36.2%
+1,413.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.9% |
| 7D | -7.0% | -3.3% | -3.7% | -6.8% |
| 30D | -4.8% | -2.8% | -2.0% | -4.7% |
| 3M | +3.8% | -4.5% | +8.3% | +3.9% |
| 6M | +50.0% | -24.2% | +74.3% | +52.5% |
| YTD | +41.5% | -2.7% | +44.2% | +40.4% |
| 1Y | +32.8% | -3.7% | +36.6% | +31.8% |
| 3Y | +335.9% | -11.5% | +347.4% | +338.0% |
| 5Y | +113.8% | +10.3% | +103.5% | +99.3% |
| All | +1,449.6% | +36.2% | +1,413.4% | +1,204.7% |
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 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