+181.9%
HIMS vs VALE
+1.2%
+180.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -24.1% | -3.2% | -20.9% | -22.9% |
| 30D | -28.8% | -15.1% | -13.8% | -23.3% |
| 3M | -31.4% | -18.7% | -12.7% | -24.6% |
| 6M | -18.3% | -31.5% | +13.2% | -3.0% |
| YTD | -39.2% | -11.4% | -27.8% | -36.0% |
| 1Y | -45.3% | -1.9% | -43.4% | -45.1% |
| 3Y | +181.9% | +1.7% | +180.2% | +189.4% |
| All | +181.9% | +1.2% | +180.7% | +189.4% |
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