+239.5%
HUT vs VALE
+76.1%
+163.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | 0.0% | +7.6% | +7.6% |
| 7D | +24.8% | +1.3% | +23.5% | +24.0% |
| 30D | -28.4% | -14.3% | -14.0% | -22.7% |
| 3M | -31.2% | -16.8% | -14.4% | -24.5% |
| 6M | -40.2% | -30.2% | -10.0% | -27.7% |
| YTD | +32.9% | -8.6% | +41.5% | +42.0% |
| 1Y | +39.1% | +1.6% | +37.4% | +40.8% |
| 3Y | +462.8% | +4.1% | +458.7% | +459.7% |
| 5Y | -13.9% | +38.7% | -52.6% | -27.9% |
| All | +239.5% | +76.1% | +163.4% | +135.1% |
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