+6,406.1%
OMC vs HSY
+4,431.8%
+1,974.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +1.9% | -2.1% | +4.0% | +2.4% |
| 30D | +12.2% | +6.1% | +6.1% | +10.5% |
| 3M | +0.6% | -5.6% | +6.2% | +1.9% |
| 6M | +21.0% | -9.5% | +30.6% | +23.8% |
| YTD | +12.4% | -2.1% | +14.5% | +12.2% |
| 1Y | +25.4% | +0.8% | +24.6% | +24.3% |
| 3Y | +29.2% | -2.1% | +31.3% | +27.0% |
| 5Y | +52.6% | +11.2% | +41.4% | +44.0% |
| 10Y | +53.6% | +128.3% | -74.6% | +21.4% |
| All | +6,406.1% | +4,431.8% | +1,974.3% | +2,992.2% |
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 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