+106.0%
OVV vs HSY
+11.0%
+95.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.7% |
| 7D | +8.0% | -2.1% | +10.2% | +8.2% |
| 30D | -2.0% | +6.1% | -8.1% | -2.5% |
| 3M | +5.4% | -5.6% | +11.1% | +5.8% |
| 6M | +14.3% | -9.5% | +23.8% | +15.1% |
| YTD | +69.4% | -2.1% | +71.5% | +68.8% |
| 1Y | +72.4% | +0.8% | +71.6% | +71.1% |
| 3Y | +58.4% | -2.1% | +60.5% | +56.7% |
| All | +106.0% | +11.0% | +95.0% | +47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling