+1,516.1%
NRG vs HSY
+666.5%
+849.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -2.9% | -3.4% |
| 7D | +3.9% | -3.0% | +6.8% | +4.9% |
| 30D | -3.0% | -5.0% | +2.1% | -1.3% |
| 3M | -10.9% | -1.3% | -9.6% | -11.2% |
| 6M | -25.3% | -21.5% | -3.8% | -19.7% |
| YTD | -26.8% | -3.3% | -23.6% | -27.3% |
| 1Y | -23.3% | -5.5% | -17.8% | -23.4% |
| 3Y | +208.6% | -9.9% | +218.5% | +202.2% |
| 5Y | +194.1% | +11.3% | +182.8% | +157.1% |
| 10Y | +1,123.6% | +128.1% | +995.5% | +664.8% |
| All | +1,516.1% | +666.5% | +849.7% | +492.9% |
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