+5,947.5%
OMC vs HSY
+4,402.6%
+1,544.9%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.2% |
| 7D | -6.4% | -3.3% | -3.1% | -5.7% |
| 30D | +1.1% | -2.8% | +3.9% | +1.8% |
| 3M | +10.4% | -4.5% | +14.9% | +11.6% |
| 6M | -1.7% | -24.2% | +22.5% | +4.8% |
| YTD | +4.4% | -2.7% | +7.2% | +4.5% |
| 1Y | +8.4% | -3.7% | +12.2% | +8.7% |
| 3Y | +14.4% | -11.5% | +25.9% | +15.3% |
| 5Y | +33.9% | +10.3% | +23.5% | +26.6% |
| 10Y | +34.9% | +122.1% | -87.3% | +7.2% |
| All | +5,947.5% | +4,402.6% | +1,544.9% | +2,780.1% |
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