+99.7%
ONTO vs HSY
-11.4%
+111.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.3% | +5.8% |
| 7D | -1.0% | -3.3% | +2.3% | -2.0% |
| 30D | -2.9% | -2.8% | -0.1% | -3.6% |
| 3M | -2.5% | -4.5% | +2.0% | -2.6% |
| 6M | +28.2% | -24.2% | +52.4% | +24.0% |
| YTD | +69.8% | -2.7% | +72.5% | +72.3% |
| 1Y | +162.9% | -3.7% | +166.6% | +166.1% |
| All | +99.7% | -11.4% | +111.1% | +100.5% |
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