+60.2%
OVV vs HSY
-3.3%
+63.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -3.7% | -1.6% | -2.2% | -3.8% |
| 30D | +8.0% | -4.2% | +12.2% | +7.9% |
| 3M | +11.3% | -0.7% | +12.0% | +11.2% |
| 6M | +24.0% | -21.8% | +45.8% | +26.3% |
| YTD | +65.3% | -2.7% | +68.0% | +63.3% |
| 1Y | +60.2% | -4.8% | +65.0% | +62.4% |
| All | +60.2% | -3.3% | +63.5% | +62.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling