+171.6%
OVV vs HSY
+790.9%
-619.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.4% |
| 7D | +0.3% | -3.3% | +3.6% | +1.3% |
| 30D | +11.7% | -2.8% | +14.6% | +12.7% |
| 3M | +9.8% | -4.5% | +14.3% | +10.7% |
| 6M | +26.6% | -24.2% | +50.8% | +36.9% |
| YTD | +67.0% | -2.7% | +69.8% | +66.1% |
| 1Y | +55.9% | -3.7% | +59.7% | +55.1% |
| 3Y | +45.5% | -11.5% | +57.0% | +45.3% |
| 5Y | +157.3% | +10.3% | +147.0% | +133.6% |
| 10Y | +65.0% | +122.1% | -57.1% | +18.1% |
| All | +171.6% | +790.9% | -619.3% | +23.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling