+790.0%
NOW vs HSY
+122.8%
+667.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -5.0% |
| 7D | -6.1% | -1.6% | -4.5% | -5.8% |
| 30D | +7.5% | -4.2% | +11.7% | +8.3% |
| 3M | +17.5% | -0.7% | +18.3% | +17.7% |
| 6M | +7.9% | -21.8% | +29.7% | +12.4% |
| YTD | -12.4% | -2.7% | -9.7% | -13.3% |
| 1Y | -28.6% | -4.8% | -23.7% | -29.2% |
| 3Y | +11.8% | -9.4% | +21.2% | +10.9% |
| 5Y | +2.6% | +11.3% | -8.6% | -8.3% |
| 10Y | +790.0% | +125.0% | +665.0% | +524.1% |
| All | +790.0% | +122.8% | +667.1% | +524.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling