+231.1%
HOOD vs VALE
+12.1%
+219.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.4% |
| 7D | +7.7% | -1.8% | +9.6% | +8.4% |
| 30D | +22.0% | +6.7% | +15.3% | +18.2% |
| 3M | +37.6% | +4.9% | +32.7% | +34.1% |
| 6M | +45.3% | +3.6% | +41.7% | +43.2% |
| YTD | +1.9% | +21.9% | -19.9% | -7.2% |
| 1Y | -2.7% | +61.6% | -64.3% | -21.5% |
| 3Y | +973.4% | +52.1% | +921.2% | +769.0% |
| 5Y | +179.3% | +43.2% | +136.1% | +151.0% |
| All | +231.1% | +12.1% | +219.0% | +311.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling