+433.3%
HUT vs VALE
+134.8%
+298.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.2% |
| 7D | +18.9% | -1.8% | +20.7% | +20.0% |
| 30D | +12.0% | +6.7% | +5.3% | +7.8% |
| 3M | -14.9% | +4.9% | -19.7% | -17.3% |
| 6M | +96.8% | +3.6% | +93.2% | +95.3% |
| YTD | +108.8% | +21.9% | +86.9% | +91.8% |
| 1Y | +227.4% | +61.6% | +165.8% | +160.8% |
| 3Y | +760.3% | +52.1% | +708.1% | +601.7% |
| 5Y | +86.1% | +43.2% | +42.9% | +51.3% |
| All | +433.3% | +134.8% | +298.6% | +217.4% |
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 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