-21.7%
ONON vs HSY
+12.8%
-34.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.1% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -11.6% | -5.2% | -6.4% | -11.5% |
| 3M | -30.1% | -3.4% | -26.7% | -30.0% |
| 6M | -30.5% | -19.2% | -11.3% | -30.6% |
| YTD | -41.0% | -2.6% | -38.4% | -40.9% |
| 1Y | -36.7% | -3.8% | -32.9% | -36.7% |
| 3Y | -8.6% | -10.6% | +2.0% | -7.7% |
| All | -21.7% | +12.8% | -34.5% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling