+43.1%
ONTO vs HSY
+10.7%
+32.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +4.2% | -12.8% | -5.7% |
| 7D | -17.4% | +6.6% | -23.9% | -12.9% |
| 30D | -43.2% | +8.4% | -51.6% | -39.2% |
| 3M | -35.7% | -1.8% | -34.0% | -34.6% |
| 6M | -38.3% | -2.6% | -35.7% | -36.8% |
| YTD | +17.1% | -2.0% | +19.1% | +29.7% |
| 1Y | +43.1% | +8.3% | +34.8% | +62.4% |
| All | +43.1% | +10.7% | +32.5% | +62.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling