+1,972.6%
NOW vs HSY
+256.5%
+1,716.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.5% |
| 7D | -3.0% | +7.5% | -10.5% | -4.5% |
| 30D | -26.0% | +11.1% | -37.1% | -27.6% |
| 3M | -13.1% | -1.9% | -11.2% | -12.9% |
| 6M | +14.5% | -3.0% | +17.5% | +14.8% |
| YTD | -33.4% | 0.0% | -33.5% | -34.4% |
| 1Y | -40.6% | +9.4% | -50.1% | -42.9% |
| 3Y | -16.3% | +3.8% | -20.1% | -20.6% |
| 5Y | -26.3% | +15.2% | -41.5% | -33.8% |
| 10Y | +512.7% | +126.9% | +385.9% | +339.1% |
| All | +1,972.6% | +256.5% | +1,716.1% | +1,046.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling