+250.7%
HOOD vs VALE
+10.9%
+239.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | +17.1% | +1.6% | +15.5% | +16.0% |
| 30D | +31.6% | +5.1% | +26.5% | +28.5% |
| 3M | +38.2% | -0.4% | +38.7% | +38.0% |
| 6M | +48.5% | -2.2% | +50.7% | +50.1% |
| YTD | +8.0% | +20.5% | -12.6% | -1.2% |
| 1Y | +18.7% | +61.2% | -42.5% | -4.1% |
| 3Y | +999.1% | +43.1% | +956.0% | +810.9% |
| 5Y | +181.7% | +34.0% | +147.7% | +172.5% |
| All | +250.7% | +10.9% | +239.8% | +338.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling