+140.0%
ONTO vs HSY
+11.9%
+128.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.4% | +7.5% | +9.3% |
| 7D | +16.4% | +1.1% | +15.3% | +16.9% |
| 30D | -21.4% | +7.7% | -29.1% | -19.2% |
| 3M | -32.7% | -2.3% | -30.5% | -32.2% |
| 6M | -25.2% | -5.3% | -19.9% | -24.2% |
| YTD | +36.2% | -0.9% | +37.1% | +39.8% |
| 1Y | +61.2% | +5.2% | +55.9% | +66.6% |
| 3Y | +58.7% | +0.7% | +57.9% | +63.5% |
| All | +140.0% | +11.9% | +128.1% | +141.0% |
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