-24.1%
NU vs HSY
+10.7%
-34.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.2% | -0.9% | +3.4% |
| 7D | +0.2% | +6.6% | -6.4% | +0.5% |
| 30D | -21.0% | +8.4% | -29.4% | -20.7% |
| 3M | -16.3% | -1.8% | -14.6% | -16.5% |
| 6M | -15.3% | -2.6% | -12.7% | -15.5% |
| YTD | -28.4% | -2.0% | -26.4% | -26.7% |
| 1Y | -24.1% | +8.3% | -32.4% | -24.4% |
| All | -24.1% | +10.7% | -34.8% | -24.4% |
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