+2,622.7%
NVDL vs HSY
-20.2%
+2,643.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -2.1% |
| 7D | -0.8% | -3.0% | +2.1% | -2.4% |
| 30D | +3.4% | -5.0% | +8.4% | +0.8% |
| 3M | +8.1% | -1.3% | +9.4% | +8.6% |
| 6M | +31.9% | -21.5% | +53.4% | +19.2% |
| YTD | +21.1% | -3.3% | +24.4% | +22.9% |
| 1Y | +34.0% | -5.5% | +39.5% | +36.0% |
| 3Y | +677.9% | -9.9% | +687.9% | +724.6% |
| All | +2,622.7% | -20.2% | +2,643.0% | +2,682.6% |
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