+14,142.9%
NUE vs HSY
+4,377.7%
+9,765.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | -2.3% | -3.0% | +0.7% | -1.3% |
| 30D | -6.1% | -5.0% | -1.0% | -4.6% |
| 3M | +1.7% | -1.3% | +3.0% | +1.6% |
| 6M | +53.1% | -21.5% | +74.6% | +64.9% |
| YTD | +59.0% | -3.3% | +62.3% | +58.7% |
| 1Y | +85.3% | -5.5% | +90.8% | +85.9% |
| 3Y | +63.2% | -9.9% | +73.2% | +62.2% |
| 5Y | +146.8% | +11.3% | +135.4% | +125.0% |
| 10Y | +584.3% | +128.1% | +456.2% | +371.8% |
| All | +14,142.9% | +4,377.7% | +9,765.2% | +3,424.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling