+1,037.0%
HOOD vs VALE
+49.2%
+987.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.9% |
| 7D | +17.1% | +1.6% | +15.5% | +15.7% |
| 30D | +31.6% | +5.1% | +26.5% | +27.6% |
| 3M | +38.2% | -0.4% | +38.7% | +37.8% |
| 6M | +48.5% | -2.2% | +50.7% | +50.4% |
| YTD | +8.0% | +20.5% | -12.6% | -4.0% |
| 1Y | +18.7% | +61.2% | -42.5% | -10.6% |
| All | +1,037.0% | +49.2% | +987.7% | +741.6% |
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