+63.4%
NUE vs HSY
-8.8%
+72.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.2% | -1.0% |
| 7D | -2.7% | -0.4% | -2.3% | -2.6% |
| 30D | -6.1% | -3.4% | -2.6% | -5.9% |
| 3M | +2.2% | -0.5% | +2.7% | +2.1% |
| 6M | +50.8% | -19.1% | +69.9% | +52.8% |
| YTD | +57.5% | -2.1% | +59.6% | +57.3% |
| 1Y | +82.5% | -3.2% | +85.7% | +82.2% |
| All | +63.4% | -8.8% | +72.2% | +53.8% |
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