+2,490.2%
NVDL vs HSY
-19.7%
+2,509.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.5% |
| 7D | -10.3% | +0.1% | -10.4% | -10.2% |
| 30D | -7.1% | -5.2% | -1.9% | -9.5% |
| 3M | +6.6% | -3.4% | +10.0% | +6.0% |
| 6M | +21.1% | -19.2% | +40.3% | +11.0% |
| YTD | +15.2% | -2.6% | +17.9% | +17.4% |
| 1Y | +18.8% | -3.8% | +22.6% | +21.7% |
| 3Y | +649.9% | -10.6% | +660.5% | +696.8% |
| All | +2,490.2% | -19.7% | +2,509.9% | +2,557.4% |
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