+193.5%
NRG vs HSY
+12.0%
+181.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.6% |
| 7D | -4.7% | +0.1% | -4.8% | -4.7% |
| 30D | -6.0% | -5.2% | -0.8% | -6.2% |
| 3M | -8.0% | -3.4% | -4.5% | -8.0% |
| 6M | -23.2% | -19.2% | -4.0% | -23.5% |
| YTD | -28.1% | -2.6% | -25.4% | -27.9% |
| 1Y | -27.3% | -3.8% | -23.5% | -27.1% |
| 3Y | +208.7% | -10.6% | +219.3% | +217.4% |
| All | +193.5% | +12.0% | +181.5% | +166.5% |
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