+91.3%
NVTS vs HSY
-4.1%
+95.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +3.9% |
| 7D | -1.4% | +0.1% | -1.5% | -1.3% |
| 30D | -16.5% | -5.2% | -11.3% | -19.6% |
| 3M | -47.6% | -3.4% | -44.2% | -47.5% |
| 6M | +7.3% | -19.2% | +26.5% | -2.3% |
| YTD | +62.9% | -2.6% | +65.5% | +80.5% |
| 1Y | +91.3% | -3.8% | +95.1% | +120.6% |
| All | +91.3% | -4.1% | +95.4% | +120.6% |
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 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