+54.9%
OVV vs HSY
+131.3%
-76.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.4% | +1.6% | +2.7% |
| 7D | +1.2% | +1.1% | +0.1% | +0.9% |
| 30D | -2.5% | +7.7% | -10.2% | -4.7% |
| 3M | +0.5% | -2.3% | +2.8% | +0.8% |
| 6M | +8.5% | -5.3% | +13.8% | +9.1% |
| YTD | +64.5% | -0.9% | +65.3% | +62.1% |
| 1Y | +64.7% | +5.2% | +59.4% | +59.0% |
| 3Y | +54.1% | +0.7% | +53.4% | +46.8% |
| 5Y | +95.4% | +12.2% | +83.2% | +72.0% |
| 10Y | +54.9% | +131.1% | -76.2% | +43.3% |
| All | +54.9% | +131.3% | -76.3% | +43.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling