+50.8%
OVV vs HSY
+122.8%
-72.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -3.7% | -1.6% | -2.2% | -3.3% |
| 30D | +8.0% | -4.2% | +12.2% | +9.2% |
| 3M | +11.3% | -0.7% | +12.0% | +11.0% |
| 6M | +24.0% | -21.8% | +45.8% | +31.9% |
| YTD | +65.3% | -2.7% | +68.0% | +64.3% |
| 1Y | +60.2% | -4.8% | +65.0% | +59.8% |
| 3Y | +46.9% | -9.4% | +56.3% | +46.2% |
| 5Y | +158.7% | +11.3% | +147.5% | +129.4% |
| 10Y | +50.8% | +125.0% | -74.2% | +29.7% |
| All | +50.8% | +122.8% | -72.0% | +29.7% |
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