+45.4%
NU vs HSY
+7.4%
+38.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | +0.1% |
| 7D | -4.2% | -0.4% | -3.8% | -4.2% |
| 30D | +10.0% | -3.4% | +13.5% | +10.0% |
| 3M | +29.3% | -0.5% | +29.8% | +29.2% |
| 6M | +0.9% | -19.1% | +20.1% | +0.9% |
| YTD | -10.3% | -2.1% | -8.2% | -10.4% |
| 1Y | -3.2% | -3.2% | +0.1% | -3.3% |
| 3Y | +120.6% | -8.8% | +129.4% | +123.6% |
| All | +45.4% | +7.4% | +38.0% | +62.6% |
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