+124.8%
NTAP vs HSY
+10.6%
+114.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.3% |
| 7D | +2.2% | -3.0% | +5.1% | +2.2% |
| 30D | -7.0% | -5.0% | -2.0% | -7.0% |
| 3M | +12.3% | -1.3% | +13.6% | +12.3% |
| 6M | +85.1% | -21.5% | +106.6% | +86.3% |
| YTD | +74.8% | -3.3% | +78.0% | +74.5% |
| 1Y | +52.7% | -5.5% | +58.2% | +52.6% |
| 3Y | +147.7% | -9.9% | +157.6% | +149.7% |
| 5Y | +124.8% | +11.3% | +113.4% | +113.0% |
| All | +124.8% | +10.6% | +114.2% | +113.0% |
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