+145.1%
NUE vs HSY
+12.8%
+132.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.2% | -1.1% |
| 7D | -2.7% | -0.4% | -2.3% | -2.6% |
| 30D | -6.1% | -3.4% | -2.6% | -5.6% |
| 3M | +2.2% | -0.5% | +2.7% | +2.1% |
| 6M | +50.8% | -19.1% | +69.9% | +55.7% |
| YTD | +57.5% | -2.1% | +59.6% | +56.8% |
| 1Y | +82.5% | -3.2% | +85.7% | +81.8% |
| 3Y | +61.7% | -8.8% | +70.5% | +62.9% |
| 5Y | +145.1% | +13.0% | +132.2% | +131.4% |
| All | +145.1% | +12.8% | +132.3% | +131.4% |
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 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