+65,302.9%
NFLX vs HSY
+803.8%
+64,499.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.3% | -5.0% |
| 7D | -4.2% | -3.3% | -1.0% | -3.3% |
| 30D | +5.5% | -2.8% | +8.3% | +6.3% |
| 3M | -4.1% | -4.5% | +0.4% | -2.9% |
| 6M | -20.7% | -24.2% | +3.5% | -14.5% |
| YTD | -16.5% | -2.7% | -13.8% | -16.3% |
| 1Y | -37.8% | -3.7% | -34.0% | -37.6% |
| 3Y | +77.9% | -11.5% | +89.4% | +78.5% |
| 5Y | +32.5% | +10.3% | +22.2% | +21.1% |
| 10Y | +703.6% | +122.1% | +581.4% | +454.4% |
| All | +65,302.9% | +803.8% | +64,499.2% | +27,577.7% |
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