-7.8%
NVTS vs HSY
+9.2%
-17.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.4% | +6.2% |
| 7D | +2.7% | -3.3% | +6.0% | +2.2% |
| 30D | -4.5% | -2.8% | -1.6% | -4.8% |
| 3M | -61.5% | -4.5% | -57.0% | -61.5% |
| 6M | +28.0% | -24.2% | +52.2% | +27.3% |
| YTD | +65.3% | -2.7% | +68.0% | +65.4% |
| 1Y | +113.0% | -3.7% | +116.7% | +113.6% |
| 3Y | +34.7% | -11.5% | +46.2% | +25.6% |
| All | -7.8% | +9.2% | -17.0% | -2.0% |
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