+187.5%
NVT vs HSY
-9.3%
+196.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +4.5% |
| 7D | +4.1% | +0.1% | +4.0% | +4.1% |
| 30D | -5.1% | -5.2% | +0.1% | -6.1% |
| 3M | -1.2% | -3.4% | +2.2% | -1.2% |
| 6M | +46.6% | -19.2% | +65.8% | +44.2% |
| YTD | +60.0% | -2.6% | +62.6% | +60.4% |
| 1Y | +70.8% | -3.8% | +74.6% | +71.1% |
| 3Y | +187.5% | -10.6% | +198.2% | +196.1% |
| All | +187.5% | -9.3% | +196.9% | +196.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling