+390.5%
ONTO vs HSY
+46.2%
+344.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.4% | +10.7% | +11.0% |
| 7D | -14.0% | +7.5% | -21.6% | -14.8% |
| 30D | -43.1% | +11.1% | -54.1% | -44.0% |
| 3M | -35.5% | -1.9% | -33.6% | -35.4% |
| 6M | -41.1% | -3.0% | -38.1% | -41.4% |
| YTD | +9.8% | 0.0% | +9.7% | +8.1% |
| 1Y | +31.5% | +9.4% | +22.1% | +26.1% |
| 3Y | +45.2% | +3.8% | +41.4% | +34.8% |
| 5Y | +86.7% | +15.2% | +71.5% | +48.3% |
| All | +390.5% | +46.2% | +344.3% | +250.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling