+517.0%
NOW vs HSY
+131.4%
+385.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.7% | +2.9% |
| 7D | -5.6% | +1.1% | -6.7% | -5.8% |
| 30D | -26.8% | +7.7% | -34.5% | -27.8% |
| 3M | -19.4% | -2.3% | -17.1% | -19.2% |
| 6M | +12.3% | -5.3% | +17.6% | +13.0% |
| YTD | -32.9% | -0.9% | -32.0% | -33.9% |
| 1Y | -40.3% | +5.2% | -45.5% | -42.1% |
| 3Y | -19.1% | +0.7% | -19.8% | -22.5% |
| 5Y | -24.4% | +12.2% | -36.6% | -32.4% |
| All | +517.0% | +131.4% | +385.6% | +323.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling