+32,286.4%
NVO vs HSY
+4,377.7%
+27,908.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -4.7% | -3.0% | -1.8% | -4.2% |
| 30D | -5.4% | -5.0% | -0.4% | -4.6% |
| 3M | +7.0% | -1.3% | +8.3% | +7.2% |
| 6M | +17.6% | -21.5% | +39.1% | +22.3% |
| YTD | -8.0% | -3.3% | -4.8% | -8.3% |
| 1Y | -13.8% | -5.5% | -8.3% | -13.7% |
| 3Y | -50.3% | -9.9% | -40.3% | -50.3% |
| 5Y | +0.7% | +11.3% | -10.7% | -3.8% |
| 10Y | +155.6% | +128.1% | +27.5% | +114.2% |
| All | +32,286.4% | +4,377.7% | +27,908.8% | +17,211.5% |
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