+180.8%
NOK vs HSY
-8.8%
+189.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.3% |
| 7D | +8.7% | -0.4% | +9.1% | +8.7% |
| 30D | +12.5% | -3.4% | +15.9% | +12.6% |
| 3M | -20.7% | -0.5% | -20.2% | -20.9% |
| 6M | +36.2% | -19.1% | +55.3% | +39.5% |
| YTD | +64.1% | -2.1% | +66.2% | +64.2% |
| 1Y | +132.4% | -3.2% | +135.6% | +132.9% |
| All | +180.8% | -8.8% | +189.6% | +177.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling