+45.2%
ONTO vs HSY
+3.5%
+41.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.4% | +10.7% | +11.2% |
| 7D | -14.0% | +7.5% | -21.6% | -11.3% |
| 30D | -43.1% | +11.1% | -54.1% | -40.3% |
| 3M | -35.5% | -1.9% | -33.6% | -34.7% |
| 6M | -41.1% | -3.0% | -38.1% | -39.7% |
| YTD | +9.8% | 0.0% | +9.7% | +14.2% |
| 1Y | +31.5% | +9.4% | +22.1% | +39.0% |
| 3Y | +45.2% | +3.8% | +41.4% | +48.1% |
| All | +45.2% | +3.5% | +41.7% | +48.1% |
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