+190.0%
ON vs HSY
+1,325.2%
-1,135.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.5% | +0.6% |
| 7D | -4.1% | +3.8% | -7.9% | -5.4% |
| 30D | -10.2% | +6.9% | -17.1% | -12.5% |
| 3M | -12.7% | -4.1% | -8.7% | -12.4% |
| 6M | -32.5% | -5.0% | -27.6% | -32.9% |
| YTD | +28.6% | -2.3% | +30.8% | +25.9% |
| 1Y | +43.4% | +6.1% | +37.3% | +36.3% |
| 3Y | +3.3% | -0.7% | +4.0% | -1.9% |
| 5Y | +22.5% | +9.9% | +12.6% | +9.6% |
| 10Y | +535.7% | +127.8% | +407.9% | +341.3% |
| All | +190.0% | +1,325.2% | -1,135.1% | +112.7% |
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