+94.1%
HUT vs VALE
+41.9%
+52.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.9% | +4.5% | +5.1% |
| 7D | +28.3% | +2.9% | +25.3% | +25.6% |
| 30D | +12.3% | +8.8% | +3.5% | +5.8% |
| 3M | -16.8% | +6.8% | -23.6% | -20.8% |
| 6M | +111.4% | +6.9% | +104.5% | +105.0% |
| YTD | +116.6% | +22.8% | +93.7% | +95.3% |
| 1Y | +290.5% | +61.3% | +229.2% | +201.1% |
| 3Y | +792.3% | +53.3% | +739.0% | +600.9% |
| 5Y | +94.1% | +44.9% | +49.3% | +91.2% |
| All | +94.1% | +41.9% | +52.3% | +91.2% |
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