-30.2%
NVD vs HSY
+10.7%
-40.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.2% | +2.3% | +3.5% |
| 7D | +15.0% | +6.6% | +8.4% | +10.1% |
| 30D | +39.3% | +8.4% | +30.9% | +32.3% |
| 3M | +3.1% | -1.8% | +4.9% | +4.5% |
| 6M | -19.0% | -2.6% | -16.4% | -17.0% |
| YTD | -35.5% | -2.0% | -33.6% | -39.5% |
| 1Y | -30.2% | +8.3% | -38.5% | -40.0% |
| All | -30.2% | +10.7% | -40.9% | -40.0% |
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