-17.0%
HUBS vs VALE
+1.5%
-18.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.8% | -3.3% |
| 7D | -12.4% | -0.2% | -12.2% | -12.4% |
| 30D | +1.4% | +9.7% | -8.4% | +5.3% |
| 3M | +16.0% | +5.3% | +10.7% | +19.6% |
| 6M | -17.0% | +0.5% | -17.5% | -16.3% |
| All | -17.0% | +1.5% | -18.5% | -16.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling