+27.2%
NFLX vs HSY
+10.6%
+16.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.9% |
| 7D | -8.1% | -3.0% | -5.1% | -8.0% |
| 30D | -0.3% | -5.0% | +4.7% | -0.2% |
| 3M | -6.6% | -1.3% | -5.3% | -6.5% |
| 6M | -22.7% | -21.5% | -1.2% | -22.8% |
| YTD | -18.9% | -3.3% | -15.6% | -18.3% |
| 1Y | -39.8% | -5.5% | -34.3% | -39.5% |
| 3Y | +71.7% | -9.9% | +81.6% | +74.9% |
| 5Y | +27.2% | +11.3% | +15.9% | +29.7% |
| All | +27.2% | +10.6% | +16.6% | +29.7% |
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 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