-26.4%
NOW vs HSY
+14.9%
-41.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.4% |
| 7D | -3.0% | +7.5% | -10.5% | -2.7% |
| 30D | -26.0% | +11.1% | -37.1% | -25.7% |
| 3M | -13.1% | -1.9% | -11.2% | -13.4% |
| 6M | +14.5% | -3.0% | +17.5% | +13.7% |
| YTD | -33.4% | 0.0% | -33.5% | -34.0% |
| 1Y | -40.6% | +9.4% | -50.1% | -41.1% |
| 3Y | -16.3% | +3.8% | -20.1% | -17.2% |
| All | -26.4% | +14.9% | -41.2% | -28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling