+58.4%
ONTO vs HSY
+0.7%
+57.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.4% | +7.5% | +9.5% |
| 7D | +16.4% | +1.1% | +15.3% | +17.1% |
| 30D | -21.4% | +7.7% | -29.1% | -18.4% |
| 3M | -32.7% | -2.3% | -30.5% | -32.0% |
| 6M | -25.2% | -5.3% | -19.9% | -23.9% |
| YTD | +36.2% | -0.9% | +37.1% | +41.4% |
| 1Y | +61.2% | +5.2% | +55.9% | +69.2% |
| All | +58.4% | +0.7% | +57.7% | +61.6% |
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