+21.3%
NOK vs HSY
+10.7%
+10.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.2% | -6.7% | -1.0% |
| 7D | -10.4% | +6.6% | -17.0% | -7.9% |
| 30D | -19.0% | +8.4% | -27.4% | -16.4% |
| 3M | -16.7% | -1.8% | -15.0% | -15.8% |
| 6M | -37.1% | -2.6% | -34.5% | -36.4% |
| YTD | +27.7% | -2.0% | +29.6% | +34.2% |
| 1Y | +21.3% | +8.3% | +13.0% | +26.5% |
| All | +21.3% | +10.7% | +10.6% | +26.5% |
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