+170.4%
NXT vs HSY
-18.7%
+189.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.6% |
| 7D | -0.2% | -3.0% | +2.7% | -0.2% |
| 30D | -20.0% | -5.0% | -14.9% | -19.9% |
| 3M | -30.9% | -1.3% | -29.6% | -31.0% |
| 6M | -23.8% | -21.5% | -2.3% | -22.9% |
| YTD | -5.4% | -3.3% | -2.2% | -5.3% |
| 1Y | +28.0% | -5.5% | +33.5% | +28.4% |
| 3Y | +93.3% | -9.9% | +103.2% | +86.5% |
| All | +170.4% | -18.7% | +189.1% | +150.9% |
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