-39.3%
NFLX vs HSY
+10.7%
-49.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.2% | +0.5% | +3.4% |
| 7D | +7.1% | +6.6% | +0.5% | +5.0% |
| 30D | -1.6% | +8.4% | -10.0% | -4.0% |
| 3M | -9.8% | -1.8% | -8.0% | -9.4% |
| 6M | -27.1% | -2.6% | -24.4% | -26.8% |
| YTD | -29.2% | -2.0% | -27.2% | -28.7% |
| 1Y | -39.3% | +8.3% | -47.6% | -41.9% |
| All | -39.3% | +10.7% | -49.9% | -41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling