+68.1%
NTAP vs HSY
+10.7%
+57.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.2% | -5.8% | -0.6% |
| 7D | -16.1% | +6.6% | -22.6% | -14.6% |
| 30D | -15.9% | +8.4% | -24.3% | -14.3% |
| 3M | -1.2% | -1.8% | +0.5% | -0.4% |
| 6M | +70.1% | -2.6% | +72.7% | +71.0% |
| YTD | +77.9% | -2.0% | +79.9% | +77.3% |
| 1Y | +68.1% | +8.3% | +59.8% | +65.7% |
| All | +68.1% | +10.7% | +57.5% | +65.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling