-37.7%
HIMS vs VALE
+3.0%
-40.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.1% | -0.4% | +1.8% |
| 7D | -9.1% | -0.3% | -8.7% | -9.0% |
| 30D | -10.1% | -19.2% | +9.1% | -0.1% |
| 3M | -17.1% | -20.7% | +3.6% | -7.1% |
| 6M | -2.2% | -25.8% | +23.5% | +13.1% |
| YTD | -17.9% | -9.8% | -8.1% | -16.1% |
| 1Y | -37.7% | +3.7% | -41.4% | -46.5% |
| All | -37.7% | +3.0% | -40.7% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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