+238.0%
ONTO vs HSY
+10.4%
+227.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.3% | +5.9% |
| 7D | -1.0% | -3.3% | +2.3% | -1.7% |
| 30D | -2.9% | -2.8% | -0.1% | -3.4% |
| 3M | -2.5% | -4.5% | +2.0% | -2.5% |
| 6M | +28.2% | -24.2% | +52.4% | +25.3% |
| YTD | +69.8% | -2.7% | +72.5% | +71.4% |
| 1Y | +162.9% | -3.7% | +166.6% | +165.0% |
| 3Y | +95.9% | -11.5% | +107.4% | +99.0% |
| All | +238.0% | +10.4% | +227.6% | +260.1% |
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 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