+3.6%
NVT vs HSY
+10.7%
-7.1%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +4.2% | -16.9% | -10.1% |
| 7D | -19.5% | +6.6% | -26.0% | -15.8% |
| 30D | -32.4% | +8.4% | -40.8% | -28.4% |
| 3M | -30.3% | -1.8% | -28.6% | -29.3% |
| 6M | -30.4% | -2.6% | -27.8% | -28.9% |
| YTD | +11.3% | -2.0% | +13.3% | +13.1% |
| 1Y | +3.6% | +8.3% | -4.8% | +0.8% |
| All | +3.6% | +10.7% | -7.1% | +0.8% |
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