+140.9%
NOK vs HSY
-4.1%
+145.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.4% | +4.7% |
| 7D | +11.0% | +0.1% | +10.9% | +11.0% |
| 30D | +7.8% | -5.2% | +13.0% | +6.8% |
| 3M | -21.0% | -3.4% | -17.6% | -20.9% |
| 6M | +40.9% | -19.2% | +60.1% | +42.2% |
| YTD | +72.0% | -2.6% | +74.7% | +78.2% |
| 1Y | +140.9% | -3.8% | +144.7% | +156.7% |
| All | +140.9% | -4.1% | +145.0% | +156.7% |
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 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