+98.0%
NI vs HSY
+12.8%
+85.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.9% |
| 7D | -0.6% | -0.4% | -0.2% | -0.5% |
| 30D | -1.4% | -3.4% | +2.0% | -0.6% |
| 3M | -10.6% | -0.5% | -10.1% | -10.7% |
| 6M | -9.9% | -19.1% | +9.2% | -5.2% |
| YTD | +1.2% | -2.1% | +3.2% | +0.6% |
| 1Y | +4.4% | -3.2% | +7.7% | +4.0% |
| 3Y | +68.6% | -8.8% | +77.4% | +70.9% |
| 5Y | +98.0% | +13.0% | +85.0% | +80.1% |
| All | +98.0% | +12.8% | +85.2% | +80.1% |
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