+210.1%
HIMS vs VALE
+40.3%
+169.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -0.7% | -0.3% | -0.5% | -0.6% |
| 30D | -8.2% | +8.6% | -16.8% | -10.4% |
| 3M | -4.7% | +2.0% | -6.7% | -5.4% |
| 6M | +6.3% | +2.1% | +4.2% | +5.9% |
| YTD | -15.3% | +20.2% | -35.5% | -19.6% |
| 1Y | -46.9% | +55.2% | -102.0% | -52.9% |
| 3Y | +321.3% | +45.9% | +275.4% | +273.2% |
| All | +210.1% | +40.3% | +169.9% | +198.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling