-20.1%
NVDL vs HSY
+10.7%
-30.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +4.2% | -10.2% | -3.1% |
| 7D | -14.0% | +6.6% | -20.6% | -9.5% |
| 30D | -31.2% | +8.4% | -39.6% | -26.4% |
| 3M | -15.5% | -1.8% | -13.7% | -14.8% |
| 6M | -10.3% | -2.6% | -7.6% | -9.0% |
| YTD | -5.8% | -2.0% | -3.8% | +4.7% |
| 1Y | -20.1% | +8.3% | -28.4% | -2.4% |
| All | -20.1% | +10.7% | -30.8% | -2.4% |
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 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