-9.4%
NVTS vs HSY
+8.6%
-17.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.4% |
| 7D | +3.5% | -3.0% | +6.4% | +3.1% |
| 30D | -11.9% | -5.0% | -6.9% | -12.5% |
| 3M | -49.2% | -1.3% | -47.9% | -49.2% |
| 6M | +38.4% | -21.5% | +59.9% | +37.8% |
| YTD | +62.5% | -3.3% | +65.7% | +62.5% |
| 1Y | +101.4% | -5.5% | +106.9% | +102.0% |
| 3Y | +40.4% | -9.9% | +50.4% | +32.0% |
| All | -9.4% | +8.6% | -17.9% | -3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling