+82.5%
NUE vs HSY
-3.5%
+86.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.5% |
| 7D | +4.2% | -3.3% | +7.5% | +4.4% |
| 30D | -5.0% | -2.8% | -2.2% | -5.0% |
| 3M | -0.2% | -4.5% | +4.3% | -0.1% |
| 6M | +49.1% | -24.2% | +73.4% | +53.3% |
| YTD | +61.0% | -2.7% | +63.7% | +59.8% |
| 1Y | +82.5% | -3.7% | +86.3% | +80.6% |
| All | +82.5% | -3.5% | +86.1% | +80.6% |
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 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