+20.4%
NXT vs HSY
-3.8%
+24.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.5% | -1.1% |
| 7D | -2.6% | -0.4% | -2.2% | -2.6% |
| 30D | -22.4% | -3.4% | -19.0% | -22.7% |
| 3M | -27.3% | -0.5% | -26.8% | -27.2% |
| 6M | -28.5% | -19.1% | -9.3% | -28.6% |
| YTD | -6.6% | -2.1% | -4.5% | -4.0% |
| 1Y | +20.4% | -3.2% | +23.6% | +22.8% |
| All | +20.4% | -3.8% | +24.1% | +22.8% |
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