+209.9%
ON vs HSY
+1,318.6%
-1,108.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.3% |
| 7D | +2.4% | -3.3% | +5.7% | +3.5% |
| 30D | -3.3% | -2.8% | -0.5% | -2.6% |
| 3M | -43.6% | -4.5% | -39.1% | -43.5% |
| 6M | +19.0% | -24.2% | +43.2% | +28.2% |
| YTD | +37.4% | -2.7% | +40.1% | +35.6% |
| 1Y | +54.8% | -3.7% | +58.5% | +52.7% |
| 3Y | -25.2% | -11.5% | -13.7% | -25.6% |
| 5Y | +62.7% | +10.3% | +52.4% | +46.0% |
| 10Y | +574.3% | +122.1% | +452.2% | +374.4% |
| All | +209.9% | +1,318.6% | -1,108.7% | +129.0% |
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 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