+38.3%
OVV vs HSY
+3.5%
+34.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -16.7% | +7.5% | -24.2% | -16.5% |
| 30D | -1.5% | +11.1% | -12.6% | -1.4% |
| 3M | +1.6% | -1.9% | +3.5% | +1.6% |
| 6M | +2.0% | -3.0% | +5.0% | +2.1% |
| YTD | +56.8% | 0.0% | +56.8% | +56.8% |
| 1Y | +64.8% | +9.4% | +55.4% | +64.3% |
| 3Y | +38.3% | +3.8% | +34.5% | +35.3% |
| All | +38.3% | +3.5% | +34.8% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling