+5,122.5%
NI vs HSY
+4,405.8%
+716.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | +1.2% |
| 7D | +2.3% | -1.6% | +3.8% | +2.8% |
| 30D | -1.7% | -4.2% | +2.6% | -0.5% |
| 3M | -8.0% | -0.7% | -7.3% | -8.1% |
| 6M | -8.6% | -21.8% | +13.1% | -2.4% |
| YTD | +2.3% | -2.7% | +5.0% | +2.2% |
| 1Y | +6.9% | -4.8% | +11.8% | +7.2% |
| 3Y | +70.6% | -9.4% | +79.9% | +70.6% |
| 5Y | +96.4% | +11.3% | +85.1% | +84.4% |
| 10Y | +136.1% | +125.0% | +11.1% | +83.1% |
| All | +5,122.5% | +4,405.8% | +716.8% | +2,309.9% |
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 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