+193.0%
HOOD vs VALE
+41.9%
+151.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.9% | -5.8% | -4.7% |
| 7D | +13.4% | +2.9% | +10.5% | +11.7% |
| 30D | +25.8% | +8.8% | +17.0% | +21.1% |
| 3M | +38.0% | +6.8% | +31.2% | +33.5% |
| 6M | +52.2% | +6.9% | +45.3% | +48.2% |
| YTD | +3.7% | +22.8% | -19.1% | -5.3% |
| 1Y | +0.1% | +61.3% | -61.2% | -18.2% |
| 3Y | +992.6% | +53.3% | +939.2% | +792.0% |
| 5Y | +193.0% | +44.9% | +148.1% | +150.4% |
| All | +193.0% | +41.9% | +151.1% | +150.4% |
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 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