+327.3%
HIMS vs VALE
+47.4%
+279.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.6% |
| 7D | -2.7% | -1.8% | -0.9% | -1.9% |
| 30D | -12.2% | +6.7% | -18.8% | -14.6% |
| 3M | -3.7% | +4.9% | -8.6% | -5.9% |
| 6M | +25.9% | +3.6% | +22.3% | +24.2% |
| YTD | -14.1% | +21.9% | -36.0% | -21.2% |
| 1Y | -41.6% | +61.6% | -103.2% | -52.3% |
| All | +327.3% | +47.4% | +279.9% | +259.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling