+153.5%
NTAP vs HSY
-9.5%
+163.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +3.3% | -1.6% | +4.8% | +3.2% |
| 30D | -0.2% | -4.2% | +4.0% | -0.4% |
| 3M | +11.4% | -0.7% | +12.1% | +11.4% |
| 6M | +88.7% | -21.8% | +110.5% | +87.7% |
| YTD | +78.9% | -2.7% | +81.6% | +79.0% |
| 1Y | +58.8% | -4.8% | +63.6% | +58.9% |
| 3Y | +153.5% | -9.4% | +162.9% | +153.8% |
| All | +153.5% | -9.5% | +163.0% | +153.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling