-27.4%
ON vs HSY
-9.5%
-17.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.4% |
| 7D | -2.2% | -1.6% | -0.6% | -2.2% |
| 30D | -12.4% | -4.2% | -8.2% | -12.5% |
| 3M | -41.2% | -0.7% | -40.5% | -41.3% |
| 6M | +25.0% | -21.8% | +46.8% | +28.2% |
| YTD | +31.3% | -2.7% | +33.9% | +30.8% |
| 1Y | +45.4% | -4.8% | +50.2% | +45.2% |
| 3Y | -27.4% | -9.4% | -18.0% | -27.0% |
| All | -27.4% | -9.5% | -17.9% | -27.0% |
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