+504.6%
NOW vs HSY
+122.5%
+382.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.4% | +1.2% |
| 7D | -3.1% | +1.3% | -4.4% | -3.4% |
| 30D | -27.0% | +6.6% | -33.6% | -27.9% |
| 3M | -17.7% | -4.1% | -13.6% | -17.2% |
| 6M | +12.7% | -5.2% | +17.9% | +13.4% |
| YTD | -32.9% | -2.5% | -30.4% | -33.7% |
| 1Y | -40.4% | +4.7% | -45.1% | -42.2% |
| 3Y | -17.1% | +0.6% | -17.7% | -20.9% |
| 5Y | -25.7% | +11.7% | -37.4% | -33.8% |
| 10Y | +504.6% | +120.0% | +384.6% | +306.2% |
| All | +504.6% | +122.5% | +382.1% | +306.2% |
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