+204.8%
VALE vs HAS
+97.5%
+107.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.3% |
| 7D | -3.2% | +1.4% | -4.6% | -3.6% |
| 30D | -15.1% | +26.3% | -41.3% | -21.4% |
| 3M | -18.7% | +25.6% | -44.3% | -24.7% |
| 6M | -31.5% | +30.3% | -61.7% | -37.7% |
| YTD | -11.4% | +50.4% | -61.8% | -23.4% |
| 1Y | -1.9% | +57.7% | -59.6% | -16.5% |
| 3Y | +1.7% | +213.4% | -211.7% | -32.9% |
| 5Y | +35.4% | +49.1% | -13.6% | +12.1% |
| All | +204.8% | +97.5% | +107.3% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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