+99.9%
NXT vs HSY
-9.4%
+109.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.1% | +1.1% |
| 7D | +2.9% | -1.6% | +4.4% | +2.9% |
| 30D | -17.2% | -4.2% | -13.0% | -17.1% |
| 3M | -32.0% | -0.7% | -31.3% | -32.1% |
| 6M | -15.8% | -21.8% | +6.0% | -14.3% |
| YTD | -1.9% | -2.7% | +0.8% | -1.8% |
| 1Y | +22.5% | -4.8% | +27.3% | +22.7% |
| All | +99.9% | -9.4% | +109.3% | +104.2% |
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